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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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85 results found

  1. Hide some pages from one of the signers / recipients

    Hide some pages from one of the signers

    53 votes

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    9 comments  ·  Recipient Experience  ·  Admin →
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  2. Chat automatically open when document is opened

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

    6 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  3. Recipient names can be set by other recipients

    You can send documents to a recipient, and they can set the other recipient names/emails

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  4. display audit trail on e-sign certificate

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  5. Adding more options to branding settings

    21 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  6. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    67 votes

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    20 comments  ·  Recipient Experience  ·  Admin →
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  7. send emails from the Company name

    Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    21 votes

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    6 comments  ·  Recipient Experience  ·  Admin →
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  8. Set client's default email subject (automatic subject)

    Set client's default email subject (instead of X has sent you the document).

    102 votes

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    11 comments  ·  Recipient Experience  ·  Admin →
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  9. Customization for Decline Reasons

    Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    97 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  10. Save Custom Colors within PandaDoc

    Client would like the option to save custom colors within pandadoc

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  11. Payment required to complete the document

    Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    67 votes

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    10 comments  ·  Recipient Experience  ·  Admin →
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  12. The ability to hide the specific content of the document for a particular recipient

    12 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  13. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

    Pop-ups when client is hovering over some parts of the document.

    40 votes

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    16 comments  ·  Recipient Experience  ·  Admin →
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  14. Download button

    The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    15 votes

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    4 comments  ·  Recipient Experience  ·  Admin →
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  15. Add possibility to record video messages like get accept

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  16. Disable Finish Button

    Disable Finish option (when completing the document).

    13 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  17. [Comments] Include comments in the downloaded doc

    download the finished document along with the comments

    29 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  18. QQ Email Support

    Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  19. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    11 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  20. remove decline option

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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