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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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239 results found

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

    6 votes

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  3. 7 votes

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  4. 1 vote

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  5. 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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  6. 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.

    4 votes

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  7. 3 votes

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  8. 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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  9. 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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  10. For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.

    4 votes

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  11. 1 vote

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  12. Prevent signers from seeing completed docs

    1 vote

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

    1 vote

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  14. 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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  15. Resolve issues that result in emails to our clients getting blocked or going to spam

    6 votes

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

    1 vote

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  17. Make default auto-reminders every 3 days, like in docusing.

    While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .

    Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.

    5 votes

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  18. I would like to have a customer be able to optionally make a payment from a completed document, but not require it ever time.

    Our use case is that I'm going to have a whole package that we'll send a customer once we've reached the right point in the process. It will have a Welcome letter, a Non-disclosure agreement, a copy of our W9, and an invoice for the service we are about to provide.

    Today, our payment options are them sending a check, or I'll give them bank account details they can send to via ACH. Eventually, I'd like…

    5 votes

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  19. 2 votes

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