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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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234 results found

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

    1 vote

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  2. ability to view a document like a book

    2 votes

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

    1 vote

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  4. 1 vote

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  5. 2 votes

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

    5 votes

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  7. 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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  8. 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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  9. 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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  10. 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.

    59 votes

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

    7 votes

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  12. 7 votes

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  13. 1 vote

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

    1 vote

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  15. 10 votes

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

    43 votes

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  17. 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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  18. 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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  19. 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

    2 votes

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

    2 votes

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