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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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237 results found

  1. Add name to document when you generate a link to send

    When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  2. Send pdf download option in e-mail

    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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  3. remove the "by 'doc creator'" in sent docs beneath the title

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

    2 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  4. Support accents in the email address.

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

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  5. Match completed email with attachment to come from the eform or template owner

    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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  6. Save Custom Colors within PandaDoc

    Client would like the option to save custom colors within pandadoc

    3 votes

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  7. Scroll through the TOC

    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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  8. Download button

    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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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  9. CC recipients should receive an original not completed document

    1 vote

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  10. [Comments] Include comments in the downloaded doc

    download the finished document along with the comments

    26 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  11. Ability to remove the Report Spam button from emails

    12 votes

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  12. Ability to forward document signing by forwarding notification email

    3 votes

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  13. Disable Finish Button

    Disable Finish option (when completing the document).

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  14. Add possibility to record video messages like get accept

    1 vote

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  15. Document Forwarding Help Text (Change forward button text and make it more visible)

    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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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  16. PandaDoc Salesforce Integration Error message for invalid emails

    PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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  17. HTML email templates

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

    9 votes

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  18. QQ Email Support

    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. remove decline option

    6 votes

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  20. Norwegian localization (EV2)

    15 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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    Not planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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