Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    7 votes

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  3. 2 votes

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  4. My client does not have an email address. Is there any way I can send her a link for her to sign?

    4 votes

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  5. There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    14 votes

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  6. The option to draw in PandaDoc from the recipient's side.

    2 votes

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  7. 6 votes

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  8. the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    1 vote

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  9. 2 votes

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  10. 7 votes

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  11. Ability to remove "Document Sent" email notification for cc'd recipients.

    9 votes

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  12. Drop-down field with the possibility of selecting several options.

    6 votes

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  13. 1 vote

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  14. 4 votes

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  15. 4 votes

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  16. 1 vote

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  17. Pop-ups when client is hovering over some parts of the document.

    12 votes

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

    3 votes

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

    1 vote

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  20. Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    2 votes

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