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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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226 results found

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

    2 votes

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  2. 2 votes

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

    7 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.

    3 votes

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

    9 votes

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

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

    2 votes

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  9. Increase limit of 50 recipient

    1 vote

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

    1 vote

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  11. 1 vote

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  12. Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
    It'd be great to have suggest edits be more intuitive and obvious for a recipient.

    2 votes

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  13. When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.

    11 votes

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  14. Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    4 votes

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  15. Option for the recipient to see if other signer has opened or viewed document

    6 votes

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  16. Have one link to share a document with all recipients instead of generating a different one for each user

    7 votes

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  17. 1 vote

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    • Once the 1st signer signed the 2nd signer will be required to sign.
    1 vote

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  18. I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?

    8 votes

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