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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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237 results found

  1. Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed

    2 votes

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  2. remove the "by 'doc creator'" inside sent docs beneath the title

    2 votes

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  3. Support for emails containing a circumflex accent or special characters e.g. " ^ ", " ' ".

    1 vote

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  4. When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.

    1 vote

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  5. Client would like the option to save custom colors within pandadoc

    3 votes

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  6. Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.

    2 votes

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  7. The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    13 votes

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  8. 1 vote

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  9. Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    35 votes

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  10. 12 votes

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  11. 3 votes

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

    10 votes

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  13. download the finished document along with the comments

    22 votes

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  14. 1 vote

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  15. Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.

    Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.

    5 votes

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  16. PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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

    9 votes

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  18. Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    2 votes

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  19. 6 votes

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  20. The option that allows to open an additional page with the e-signature and then gets back to the document.

    Is there a way to setup a "Click Here To Agree" to the Terms Of Use paperwork that would open them up in a new Window, allow them to Scroll through to to bottom where it has the eSig, then when it's signed bring them back to the initial eSig document?

    2 votes

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