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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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234 results found

  1. 1 vote

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  2. 2 votes

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  3. Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile

    5 votes

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  4. Automatically add the attachments to the manually completed docs
    Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)

    1 vote

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  5. Our contracts are being signed by our clients as well as our management. We would like to be able to differentiate between the internal and external recipients/signers with an additional document status and individual messages for each recipient.

    1 vote

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  6. When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.

    8 votes

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  7. 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

    12 votes

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  8. The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    7 votes

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  9. 7 votes

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  10. 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.

    54 votes

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    Not planned  ·  Molly Abrams responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  11. 1 vote

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  12. ability to sent a copy of the document (pdf) automatically even if it hasn't been completed

    1 vote

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  13. 38 votes

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    Not planned  ·  Molly Abrams responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, by using placeholders within text fields, you can provide additional details to document recipients. You can learn more here.


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

  14. 10 votes

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  15. 7 votes

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  16. add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level of security which is what the regulators are preaching in Switzerland.

    1 vote

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  17. When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link

    1 vote

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  18. Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed

    2 votes

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  19. remove the "by 'doc creator'" inside sent docs beneath the title

    2 votes

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  20. Support for emails containing a circumflex accent or special characters e.g. " ^ ", " ' ".

    1 vote

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