Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. Hide some pages from one of the signers

    12 votes

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  3. Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile

    4 votes

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  4. Allow the person to sign the document and then forward it to another person to sign saving the signature field and the fields signed on the first signer.

    4 votes

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  5. 7 votes

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  6. 1 vote

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  7. ability to sent a copy of the document (pdf) automatically even if it hasn't been completed

    1 vote

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  8. Previous to working with you, our team spoke to Tameeka regarding some features that would be ideal for our current setup. The feature we mentioned was having a date signed preset that would recognize the date of signing instead of having the date being entered manually. It would be ideal for our templates that require multiple dates, attached is an example of this. The current form duplicated twice in our Orientation packets does consume a great deal of time from our onboarding process and a feature with an auto generated date signed would benefit us greatly. We wanted to know…

    8 votes

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

    45 votes

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  10. The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    5 votes

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  11. 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

    8 votes

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  12. add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level of security which is what the regulators are preaching in Switzerland.

    1 vote

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  13. When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link

    1 vote

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  14. When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.

    5 votes

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  15. remove the "by 'doc creator'" inside sent docs beneath the title

    2 votes

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  16. Support for emails containing a circumflex accent or special characters e.g. " ^ ", " ' ".

    1 vote

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  17. When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.

    1 vote

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  18. Client would like the option to save custom colors within pandadoc

    3 votes

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  19. Like in professional emails

    33 votes

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  20. 1 vote

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