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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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232 results found

  1. 2 votes

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  2. Prevent/ block recipients from screenshotting documents

    1 vote

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  3. Have the ability to edit the subject line when inviting a collaborator

    1 vote

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  4. SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
    Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.

    1 vote

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  5. Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
    Adding download and print icons to the top right

    1 vote

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  6. We have, from time to time, cases where larger customers have their own SRM tool and want to send us purchasing orders instead of signing our quotes in PandaDoc.

    Can we create an incoming mail address to which they can send these documents so that we have them directly stored in PandaDoc? We would like to use PandaDoc as our default tool to store (legal) documents.

    1 vote

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  7. Allow the body of the email to be formatted for information only flyers. For things that don't need to be signed and returned, it would be easier to send those in the body of the email instead of requiring the recipient to click a link and be redirected.

    1 vote

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  8. Share a single document link with all recipients, rather than creating a unique link for each user.

    13 votes

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  9. Increase limit of 50 recipient

    1 vote

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  10. The ability to toggle document download option for recipients even after the document has been sent.

    1 vote

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  11. 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.

    13 votes

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  12. 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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  13. 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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  14. 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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  15. Option for the recipient to see if other signer has opened or viewed document

    6 votes

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  16. 1 vote

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  17. 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.

    4 votes

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

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  18. 5 votes

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

    3 votes

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