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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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241 results found

  1. HTML email templates

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

    9 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  2. Remove X sent you the document from the email.

    Remove X sent you the document from the email.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  3. 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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  4. remove decline option

    6 votes

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  5. 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.

  6. Internal window

    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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  7. Customer Facing Tutorials

    Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    3 votes

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  8. Require one option for a recipient to sign instead of having more options

    Require one option for a recipient to sign instead of having more options

    3 votes

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  9. Restrict viewing certain pages to recipients

    3 votes

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  10. the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    1 vote

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  11. requesting recipients' consent for tracking activity before opening a doc

    1 vote

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  12. Pop-up with customizable text when a recipient declines document

    1 vote

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  13. Download the embedded template before signing

    Download the the embedded template before signing.

    4 votes

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  14. Email Signature Block

    Email signature block.

    10 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  15. Save PandaDoc to the desktop via drag and drop

    Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

    2 votes

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  16. Upload signatures larger than 1 MB

    2 votes

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  17. images preview

    ev2 click on the images and see them full screen

    3 votes

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  18. More prominent Print button (recipients view)

    4 votes

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  19. Version history: Display version of edited document in downloaded PDF

    User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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  20. Let recipients view a doc only after they view some statement

    It seems to me that the recipient is not been shown a GDPR / privacy statement about the tracking capabilities withing PandaDoc. Can I change it so that before a user can see the document, he has to accept the GDPR terms?

    1 vote

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