Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Make unavailable the ability to download the pdf version of incomplete document for the recipient.

    94 votes

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  2. 1 vote

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  3. It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. 🧠

    This would help our Triggers & Rules in out Team inboxes to properly handle these forms. ⚡️🚀 ; )

    1 vote

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  4. It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. 🧠

    This would help our Triggers & Rules in out Team inboxes to properly handle these forms. ⚡️🚀 ; )

    1 vote

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  5. It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment.

    This would help our Ai rules in out Team inboxes properly handle these forms.

    1 vote

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  6. It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment.

    This would help our Ai rules in out Team inboxes properly handle these forms. ; )

    1 vote

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  7. It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. 🧠

    This would help our Ai rules in out Team inboxes properly handle these forms. ⚡️🚀 ; )

    1 vote

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  8. It would be awesome if we could use info collected in a Form to be in the Subject Line or Body section as completed email is sent out with PDF attachment. 🧠

    This would help our Ai rules in out Team inboxes properly handle these forms. ⚡️🚀 ; )

    1 vote

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  9. You can send documents to a recipient, and they can set the other recipient names/emails

    1 vote

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  10. See the sender's email within the document sent to the recipient. Similar to the concept of viewing the recipient's email on the top right of the document.
    See attached image where "panda doc" is highlighted on the left side.

    1 vote

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  11. Ability to generate a link to the document when you are self signing a document

    1 vote

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  12. Make the thank you page after signing a document editable. Such as the mail "completed by all recipients" because there is a lot of Pandadoc advertising at the moment. I Would love to make it a bit more personal for my clients. Thank you in advance!

    1 vote

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  13. Allow for required fields and not-required fields to be different colors to help the recipient in differentiating

    2 votes

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  14. An email notification that is sent when a document is about to expire.

    27 votes

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  15. In-person signing without email - for the senior care facilities where those signing do not have an email address

    3 votes

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  16. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    2 votes

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  17. to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.

    1 vote

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  18. to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.

    1 vote

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  19. Ability to Copy Customer Signatures, so they sign just once and get copied to the later pages if needed, without having to sign again.

    1 vote

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  20. 6 votes

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