Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Sometimes large information fields are unnecessary to display and can cause recipient overwhelm we viewing the document i.e. terms and conditions, images.
    Can a feature like collapsable fields be considered?
    A heading, which can still appear in your document contents has an icon where a hidden field of information can be expanded or collapsed

    1 vote

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  2. Authenticate recipient before showing document content.
    For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.

    25 votes

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  3. 3 votes

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  4. seeing the names of the categories on the left panel when hover over them

    2 votes

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  5. 4 votes

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  6. 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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  7. 1 vote

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  8. Right now, upload field in EV1 captures files from recipients and only sender/creator of doc can view and download it. The client would like other recipients to be able to view the files uploaded by another recipient through the upload field.

    1 vote

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  9. 2 votes

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  10. 3 votes

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  11. Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).

    9 votes

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  12. 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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  13. PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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  14. button in the document which will navigate you to another page in the document

    1 vote

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    • Add the ability to set different from black signature color.
    15 votes

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

    2 votes

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    • Block the fields from the recipients so they are not able to put text in.
    • Ability to change design of the embedded template popup
    16 votes

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  16. Like in professional emails

    17 votes

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  17. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    15 votes

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

    1 vote

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