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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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201 results found

  1. Ability to redirect a recipient to a custom URL when they complete a document.

    268 votes

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  2. Set client's default email subject (instead of X has sent you the document).

    68 votes

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  3. Like in professional emails

    47 votes

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  4. Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    39 votes

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  5. 32 votes

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  6. Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    28 votes

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  7. Hide some pages from one of the signers

    21 votes

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  8. Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    18 votes

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  9. 18 votes

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  10. 13 votes

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  11. Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    12 votes

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  12. Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    11 votes

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  13. In-person signing without email - for the senior care facilities where those signing do not have an email address

    11 votes

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  14. download the finished document along with the comments

    11 votes

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  15. Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    10 votes

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  16. Disable Finish option (when completing the document).

    10 votes

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  17. The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    10 votes

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  18. 9 votes

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  19. Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    8 votes

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  20. The document should be auto-signed by 2nd signer is the 1st signer has completd it
    FOr example, we need our team to sign an employee handbook and our HR person needs to counter sign. The HR person will need to sign 50 of them

    8 votes

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