Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)

    I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!

    3 votes

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  2. ability to disable chat option in a document

    9 votes

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  3. 2 votes

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  4. option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.

    3 votes

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  5. 2 signers will receive the document at the same time in signing order.

    3 votes

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  6. Re-orient "required" tag for fields so it doesn't overlap text on doc

    3 votes

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  7. the blurred background is a default IRS forms instead that it will preview or blur their own forms

    5 votes

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  8. It takes 10-15 seconds to create a document from Zendesk Sell in EV2

    1 vote

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  9. 29 votes

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  10. Automatically add the attachments to the manually completed docs
    Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)

    1 vote

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  11. Our contracts are being signed by our clients as well as our management. We would like to be able to differentiate between the internal and external recipients/signers with an additional document status and individual messages for each recipient.

    1 vote

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  12. Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.

    4 votes

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  13. Ability to choose/turn off which email notifications the recipients/Signers will receive.

    30 votes

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  14. Ability to set conditional signers based on document value

    4 votes

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  15. Would like to be able to send emails with high priority.

    1 vote

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  16. At present document forwarding and signature forwarding can only be done by pandadoc email, even if the original recipient was sent it via a link. This suggestion is to allow the forwarder to generate a new link for the person they are forwarding to.

    This is needed because of 2 problems with email sending
    1. Email deliverability - people use links to send documents because they don't want to risk their document getting spam filtered, which can happen quite frequently and unpredictably. As signature forwarding only has a pandadoc email option this means the original email will get through, but…

    1 vote

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  17. Client would like the option to create a contact without an email. Some of their clients do not have emails

    3 votes

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  18. when fill in a document with optional fields the arrow should point all the fields (required and optional)

    18 votes

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  19. 3 votes

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  20. Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.

    1 vote

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