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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Previous to working with you, our team spoke to Tameeka regarding some features that would be ideal for our current setup. The feature we mentioned was having a date signed preset that would recognize the date of signing instead of having the date being entered manually. It would be ideal for our templates that require multiple dates, attached is an example of this. The current form duplicated twice in our Orientation packets does consume a great deal of time from our onboarding process and a feature with an auto generated date signed would benefit us greatly. We wanted to know…

    8 votes

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  2. 8 votes

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  3. 7 votes

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  4. Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.

    7 votes

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  5. 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

    7 votes

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  6. A one-click sign all button

    7 votes

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  7. Client would like the option to create a contact without an email. Some of their clients do not have emails

    7 votes

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  8. 7 votes

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

    7 votes

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  10. Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).

    7 votes

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  11. 6 votes

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  12. When entering an email address incorrectly, the user should be able to make a change to the Contact in the Contacts area, and it should allow for that email address to correct for the Recipient in a live or open document. Currently, it does not make that change, which results in the user needing to a.) Add another recipient, changing signer status to the new recipient, and deleting the incorrect recipient, or b.) starting over with a new document if A fails, which it currently is with a bug in the system.

    6 votes

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  13. average time spent per page that recipients spend on all documents created from 1 template

    6 votes

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  14. the blurred background is a default IRS forms instead that it will preview or blur their own forms

    6 votes

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  15. 6 votes

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  16. 6 votes

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  17. 6 votes

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  18. User needs to see a document's version bot only inside the Pandadoc but in downloaded PDF as well.

    6 votes

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  19. Email signature block.

    6 votes

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  20. When you have signers, there is currently a place in the "Manage" section to toggle in order to attach a PDF directly to the email, instead of having to go back into the document in order to download a completed copy. This makes things easy when you're trying to complete other tasks.

    By making this the default or giving users the option to set it as default, this would increase efficiency for all.

    5 votes

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