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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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234 results found

  1. 1 vote

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  2. Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
    It'd be great to have suggest edits be more intuitive and obvious for a recipient.

    2 votes

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  3. Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.

    5 votes

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  4. When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.

    11 votes

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  5. Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    4 votes

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  6. Have one link to share a document with all recipients instead of generating a different one for each user

    8 votes

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  7. Option for the recipient to see if other signer has opened or viewed document

    6 votes

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  8. 1 vote

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    • Once the 1st signer signed the 2nd signer will be required to sign.
    1 vote

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  9. For example, if you have your own PandaDoc account and someone sent the document for signing (signing order is enabled, you are one of the recipients but the first recipient didn't sign the document), you can see this document in your Inbox.
    It would be great to see the status/notification/message "Document is waiting for another person's signature" for this document, so the user won't be confused that he is able to sign it (when the document wasn't signed by the first recipient in signing order).

    6 votes

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  10. I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?

    9 votes

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  11. The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.

    3 votes

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  12. 1 vote

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  13. Prevent signers from seeing completed docs

    1 vote

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  14. have each signature individually drawn out rather than just one signature that is applies to each signature line

    1 vote

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  15. Ability to resend a document to a specific email address that was changed/corrected in contacts instead of re-sending it to all of the recipients and having them sign again.

    2 votes

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  16. Radio buttons are very useful, it would be even better if we could choose their format.

    Specifically I would like to be able to select if Radio Buttons are:

    • Circles
    • Squares
    • Xs
    • Checks

    One example is section 3 of a W-9, a document that is widely used in Pandadoc. This is the perfect use case for Radio Buttons since the recipient should only select one option. However, W-9s have square boxes usually meant to be checked. A filled in circle works well, a check would be better.

    2 votes

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  17. A feature that would allow recipients to view one page at a time instead of scrolling (document slide view).

    2 votes

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  18. Ability to choose not to show last name of the sender when sending documents.

    1 vote

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  19. I have a customer that is sending multiple bulk-send. Because of the delivery he sometimes needs to send links to the recipients manually.
    Therefore, it would be nice to have a report that will include recipients URLs that he and his team can easily get access to.

    1 vote

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