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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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238 results found

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

    4 votes

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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. 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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  4. A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc

    2 votes

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  5. Send the document to CC and give him the possibility to transfer the document to the first signer.

    6 votes

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  6. 1 vote

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  7. 1 vote

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  8. 1 vote

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  9. 1 vote

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  10. example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically

    3 votes

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  11. The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.

    2 votes

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  12. 1 vote

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  13. 2 votes

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  14. 3 votes

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  15. Button accept before signing the document from the clients' side.

    2 votes

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  16. 3 votes

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  17. 1 vote

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  18. 2 votes

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