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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 Facing Tutorials

    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

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

    3 votes

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  3. Restrict viewing certain pages to recipients

    3 votes

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  4. The ability to hide the specific content of the document for a particular recipient

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  5. Save PandaDoc to the desktop via drag and drop

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

    2 votes

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  6. send emails from the Company name

    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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    Idea  ·  5 comments  ·  Recipient Experience  ·  Admin →
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  7. Upload signatures larger than 1 MB

    2 votes

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  8. images preview

    ev2 click on the images and see them full screen

    3 votes

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  9. Document Forwarding Help Text (Change forward button text and make it more visible)

    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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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  10. remove decline option

    6 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  11. Ability to remove the Report Spam button from emails

    12 votes

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  12. Disable Finish Button

    Disable Finish option (when completing the document).

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  13. Download the embedded template before signing

    Download the the embedded template before signing.

    4 votes

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  14. access to signature certificate: make certificate visible to a doc creator only

    1 vote

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  15. "Next page" function in recipient view

    1 vote

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  16. For PandaDoc to have an automatic domain verification

    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. force logging in to the account before the account user could see the contract

    1 vote

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  18. Make drawing signatures more precise

    1 vote

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  19. More prominent Print button (recipients view)

    4 votes

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  20. Download button

    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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    Idea  ·  3 comments  ·  Recipient Experience  ·  Admin →
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