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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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227 results found

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

    7 votes

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

    1 vote

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  3. 44 votes

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

    2 votes

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  5. 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.

    5 votes

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  6. Decline part of the document

    5 votes

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

    86 votes

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    Hi there! Unfortunately we aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. 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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  9. the blurred background is a default IRS forms instead that it will preview or blur their own forms

    6 votes

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

    1 vote

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  11. 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

    7 votes

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  12. ability to view a document like a book

    2 votes

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

    1 vote

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  14. 1 vote

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  15. 2 votes

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  16. Automatically add the attachments to the manually completed docs
    Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)

    1 vote

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

    8 votes

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  19. 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

    12 votes

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

    4 votes

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