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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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247 results found

  1. 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.

    3 votes

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  2. Require one option for a recipient to sign instead of having more options

    3 votes

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  3. 3 votes

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  4. 10 votes

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  5. Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

    2 votes

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  6. 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

    20 votes

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  7. 2 votes

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  8. ev2 click on the images and see them full screen

    3 votes

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  9. Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.

    Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.

    5 votes

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  10. 6 votes

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  11. 12 votes

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

    10 votes

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  13. Download the the embedded template before signing.

    4 votes

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  14. 1 vote

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  15. 1 vote

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  16. PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:

    "Active Campaign can do it with domain verification, you guys should be able to also
    DMARC records etc
    not hard
    please pass this on"

    3 votes

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  17. 1 vote

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  18. 1 vote

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  19. 4 votes

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

    14 votes

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