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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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165 results found

  1. Ability to resend the completed PDF notification if the customer didn't receive it

    It would be great if we had a way to resend a completed document without downloading and emailing separately the PDF if the recipients don't receive it.

    1 vote

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    0 comments  ·  Recipient Experience  ·  Admin →
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  2. play video in presentation mode after the document is sent

    play video in presentation mode after the document is sent
    They like to send presentations with the video and content to their clients and review the document together while on a call.

    Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
    Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q

    5 votes

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  3. Allow the recipient to open the document only one time

    https://pandadoc.zendesk.com/agent/tickets/493814

    1 vote

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  4. Allow first signer to add another recipient on the document to sign

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  5. access emails history sent by pandadoc upon sending documents

    history of emails sent with email body text

    15 votes

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    5 comments  ·  Recipient Experience  ·  Admin →
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  6. Option for the sender to resend the document to the recipient who did not recieve the document

    Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.

    17 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  7. Remove "powered by pandadoc"

    Be able to remove the "Powered by PandaDoc" branding in recipient experience

    4 votes

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  8. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.

    5 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  9. Prepopulate phone number in recipient verification

    prepopulate phone number in recipient verification

    5 votes

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  10. Have Different ways of page navigation: turn pages instead of scrolling

    The option to have other page navigation options other than scrolling the pages.

    3 votes

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  11. convert numbers to words

    3 votes

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  12. The ability to enable document forwarding after the document has been sent.

    4 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  13. One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in

    Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    2 votes

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  14. Re-arrange pre-selected smart content within a module.

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  15. Suggest edits email customization: remove summary of redlines in email notification

    1 vote

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  16. Improve signature forwarding

    Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.

    8 votes

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  17. Forwarding two signatures to different signatories

    An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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  18. Undo signature

    Ability to undo a signature for one specific user instead of erasing the entire document.

    5 votes

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  19. Finish Button on Documents with No Fields

    Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.

    3 votes

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  20. Ability to pre-populate signature field with the client's signature so when they receive a document they only have to select their signature

    2 votes

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