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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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234 results found

  1. Option for recipient to approve or decline the document from the email they receive

    5 votes

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  2. Why do we allow documents to be “signed” and completed when the signature field is populated with an email address? This happens when the email address is added for the recipient, but there is no first and last name entered. The document isn’t legally binding and has to be resent. It would be ideal if when there’s no first and last name saved the signature field is blank rather than auto-populating the email address. Alternatively, PandaDoc could prompt for the recipient name before the document can be sent.

    2 votes

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  3. 2 votes

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  4. Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.

    4 votes

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  5. Ability to have a field tab logic works properly and not jump into random fields.

    2 votes

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  6. 2 votes

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  7. Will allow the sender to disable notification send to CCed recipients

    7 votes

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  8. Direct recipient to N\next field even if the field isn't required

    3 votes

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  9. SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
    Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.

    1 vote

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  10. Options offered at the top of the public recipient view could be improved, made more consistent, and simplified.

    -Adding download and print icons to the top right

    -Making the green download button and the "other actions > download" option consistent.

    1 vote

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  11. An email formatting feature where the email body would appear full-width and occupy the screen, resembling the layout and readability of a standard email.

    1 vote

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  12. Ability to send document without recipient's email address and just by providing a share link

    9 votes

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  13. Can we create an incoming mail address to which clientscan send these documents so that we have them directly stored in PandaDoc?

    1 vote

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  14. 1 vote

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  15. Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

    3 votes

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  16. Signature color - limit signature color options to black only

    1 vote

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    • Will allow the sender to disable notification once the document got completed
    7 votes

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  17. Allow the body of the email to be formatted for information only flyers. For things that don't need to be signed and returned, it would be easier to send those in the body of the email instead of requiring the recipient to click a link and be redirected.

    1 vote

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  18. Increase limit of 50 recipient

    1 vote

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  19. The ability to toggle document download option for recipients even after the document has been sent.

    1 vote

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