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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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234 results found

  1. to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.

    5 votes

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

    8 votes

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

    8 votes

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  4. If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.

    2 votes

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  5. 1 vote

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  6. A one-click sign all button

    8 votes

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  7. 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.

    22 votes

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  8. 2 votes

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  9. Be able to reject a single document in a bundle.

    1 vote

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

    5 votes

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  11. Ability to sign with mouse (or touchscreen)

    1 vote

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  12. 1 vote

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  13. Make the possibility for documents in bundles to be separate in terms of signature (for ex. we signi 1st doc in a bundle and then, let's say in a week, sign the second one)

    1 vote

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  14. 1 vote

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  15. If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order

    2 votes

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  16. Hide some pages from one of the signers

    46 votes

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  17. Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    40 votes

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  18. Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left

    10 votes

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

    5 votes

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

    2 votes

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