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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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236 results found

  1. 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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  2. 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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  3. Restrict viewing certain pages to recipients

    3 votes

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

    1 vote

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

    1 vote

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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.

    2 votes

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  8. Email Signature Block

    Email signature block.

    10 votes

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  9. 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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  10. Upload signatures larger than 1 MB

    2 votes

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  11. images preview

    ev2 click on the images and see them full screen

    3 votes

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  12. More prominent Print button (recipients view)

    4 votes

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  13. 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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  14. 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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  15. Document/signature forwarding is allowed to specific recipients

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

    5 votes

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  16. [Bulk send] email design

    Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).

    7 votes

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  17. Ability to limit font type options for signatures when recipients choose to type their signature

    3 votes

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  18. Download the embedded template before signing

    Download the the embedded template before signing.

    2 votes

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  19. Video before the document displays

    Option to get a video to automatically pop up when a client opens the agreement

    4 votes

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  20. For PandaDoc to have an automatic domain verification

    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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