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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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237 results found

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

    6 votes

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

    1 vote

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  3. ability to view a document like a book

    2 votes

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

    1 vote

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  5. 1 vote

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  6. 2 votes

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

    5 votes

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  8. 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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  9. 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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  10. 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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  11. 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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  12. 9 votes

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  13. 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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  14. 7 votes

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  15. 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.

    54 votes

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    Not planned  ·  Molly Abrams responded

    Hi. 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!

  16. 1 vote

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

    1 vote

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  18. 10 votes

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

    41 votes

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