Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Like in professional emails

    33 votes

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  2. 1 vote

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  3. 5 votes

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  4. 6 votes

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  5. 3 votes

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  6. 13 votes

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  7. 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.

    30 votes

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  8. 17 votes

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  9. Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed

    1 vote

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  10. 1 vote

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  11. 3 votes

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  12. Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.

    1 vote

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

    8 votes

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  14. Disable Finish option (when completing the document).

    6 votes

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  15. Hello,

    Is there a way to export/print a pdf with the bookmarks. Similar to Word, perhaps there's a feature where you can select "turn headers into bookmarks." For large proposals, bookmarks tend to work best over the TOC and provide a better experience for the recipient and a timesaver for us users who have to manually create them

    1 vote

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  16. PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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

    20 votes

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

    2 votes

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  19. 6 votes

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  20. The option that allows to open an additional page with the e-signature and then gets back to the document.

    Is there a way to setup a "Click Here To Agree" to the Terms Of Use paperwork that would open them up in a new Window, allow them to Scroll through to to bottom where it has the eSig, then when it's signed bring them back to the initial eSig document?

    2 votes

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