Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. download the finished document along with the comments

    7 votes

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  2. 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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  3. 6 votes

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

    6 votes

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  5. 6 votes

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  6. 6 votes

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

    6 votes

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  8. Email signature block.

    6 votes

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  9. 5 votes

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  10. 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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  11. 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.

    5 votes

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  12. A one-click sign all button

    5 votes

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  13. Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.

    5 votes

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

    5 votes

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  15. ability to remove the privacy disclaimer when signer is signing the document

    5 votes

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

    5 votes

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

    5 votes

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

    5 votes

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  19. 5 votes

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  20. Remove X sent you the document from the email.

    5 votes

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