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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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233 results found

  1. Save Custom Colors within PandaDoc

    Client would like the option to save custom colors within pandadoc

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  2. Scroll through the TOC

    Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.

    2 votes

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  3. Download button

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

    13 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  4. CC recipients should receive an original not completed document

    1 vote

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  5. Ability to remove the Report Spam button from emails

    12 votes

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  6. Customization for Decline Reasons

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

    33 votes

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  7. Ability to forward document signing by forwarding notification email

    3 votes

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  8. Disable Finish Button

    Disable Finish option (when completing the document).

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  9. [Comments] Include comments in the downloaded doc

    download the finished document along with the comments

    20 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  10. Add possibility to record video messages like get accept

    1 vote

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  11. Document Forwarding Help Text (Change forward button text and make it more visible)

    Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.

    Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.

    5 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  12. PandaDoc Salesforce Integration Error message for invalid emails

    PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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  13. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    9 votes

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  14. QQ Email Support

    Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    2 votes

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  15. remove decline option

    6 votes

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  16. Internal window

    The option that allows to open an additional page with the e-signature and then gets back to the document.

    Is there a way to setup a "Click Here To Agree" to the Terms Of Use paperwork that would open them up in a new Window, allow them to Scroll through to to bottom where it has the eSig, then when it's signed bring them back to the initial eSig document?

    2 votes

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  17. Norwegian localization (EV2)

    14 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  18. Require one option for a recipient to sign instead of having more options

    Require one option for a recipient to sign instead of having more options

    3 votes

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  19. Restrict viewing certain pages to recipients

    3 votes

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  20. the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    1 vote

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