Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. ability to remove the privacy disclaimer when signer is signing the document

    5 votes

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  2. Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    9 votes

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  3. Ability to zoom in and out without breaking the format on all devices (web and mobile)
    Signature Pop-Ups on mobile (currently it breaks the formatting)
    Increase Font Size

    9 votes

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  4. when logging in and you entered an email that has no account, the system will prompt when you there is no account registered for that email address instead of a prompt that an email has been sent when using forgot password link

    2 votes

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  5. hide the document sequence from the recipients, i.e. they should see the doc name only not the sequence.

    2 votes

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  6. In-person signing without email - for the senior care facilities where those signing do not have an email address

    4 votes

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  7. 1 vote

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  8. average time spent per page that recipients spend on all documents created from 1 template

    2 votes

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  9. Ability to generate a link to the document when you are self signing a document

    1 vote

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  10. Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    4 votes

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

    6 votes

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  12. Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required

    3 votes

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

    2 votes

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  14. 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…

    2 votes

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  15. An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.

    1 vote

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  16. 11 votes

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  17. Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.

    3 votes

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  18. Instead of delivering a link to the document display the document within the email itself.

    1 vote

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  19. Pause the document after 1 signer if you do not want other people to sign yet

    1 vote

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  20. 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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