Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:

    "Active Campaign can do it with domain verification, you guys should be able to also
    DMARC records etc
    not hard
    please pass this on"

    2 votes

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  3. The customer would like to be able to change the answers provided by customers within fields. In his case it is to match his records on file with what is provided to him. In case a customer neglected to fill something out.

    1 vote

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  4. Remove X sent you the document from the email.

    2 votes

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  5. 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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  6. So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    4 votes

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  7. Send document via text.

    1 vote

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  8. 2 votes

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  9. 5 votes

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  10. 5 votes

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  11. The client would like to download completed document to Docx with signatures and certificate.

    5 votes

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  12. 5 votes

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  13. change color of font on recipients end for filling in fields

    3 votes

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  14. Implement an ablity to create a link to a certain place in the document

    1 vote

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  15. 1 vote

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  16. Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    2 votes

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  17. 1 vote

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  18. 1 vote

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  19. 1 vote

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

    3 votes

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