Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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.

    4 votes

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  2. 5 votes

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  3. 6 votes

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  4. 3 votes

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  5. 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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  6. 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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  7. For example -- the ability for a CC'd recipient to get only the document completed email.

    3 votes

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  8. Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer

    2 votes

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  9. 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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  10. 1 vote

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  11. A way to turn off the ability for recipients who have PandaDoc accounts to receive a document prior to sending a generated link

    1 vote

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  12. 1 vote

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  13. 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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  14. Unlock the ability to switch between different document pages from the left-handed panel. Recipients cannot navigate through the document from the left-handed panel, only by scrolling

    1 vote

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  15. 1 vote

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  16. Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.

    2 votes

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  17. 1 vote

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  18. prepopulate phone number in recipient verification

    1 vote

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  19. Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    1 vote

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  20. 1 vote

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