Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    5 votes

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

    5 votes

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  3. Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    4 votes

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  4. Decline part of the document

    4 votes

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

    4 votes

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  6. Allow the person to sign the document and then forward it to another person to sign saving the signature field and the fields signed on the first signer.

    4 votes

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  7. Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.

    4 votes

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  8. 4 votes

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  9. When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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  10. Send the document to CC and give him the possibility to transfer the document to the first signer.

    4 votes

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  11. Be able to add a tooltip with more information for your signers on fields in the document. Currently only seen on Volume Discount items in a pricing table.

    3 votes

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  12. An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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  13. For example -- the ability for a CC'd recipient to get only the document completed email.

    3 votes

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  14. 3 votes

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  15. Would like for there to be a capability to have a certain set of individuals in a signing order, but also be able to have recipients who are not listed on the signing order aka can sign without holding up the order list.

    3 votes

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  16. 3 votes

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  17. 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.

    3 votes

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  18. Need the ability to replace PandaDoc email body content with HTML snippet through API. currently, the email body is customizable with only plain text.

    3 votes

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  19. Ability to change the name of the sender when the recipient receives the document

    3 votes

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  20. 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.

    3 votes

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