Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Client: trenton@greenprintcorp.com

    34 votes

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  2. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    14 votes

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  3. 5 votes

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  4. Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).

    6 votes

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  5. 5 votes

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

    12 votes

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  7. 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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  8. 5 votes

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  9. When signing a document the entire page zoom's and top and bottom action bars are lost. Exception would be to zoom only the document so the call to action bars are kept.

    12 votes

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  10. 2 votes

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

    12 votes

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  12. Email signature block.

    4 votes

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  13. 1 vote

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  14. Customize the text in reminder message

    118 votes

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  15. Authenticate recipient before showing document content.
    For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.

    24 votes

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  16. Set client's default email subject (instead of X has sent you the document).

    32 votes

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  17. Like in professional emails

    17 votes

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  18. 1 vote

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  19. Button accept before signing the document from the clients' side.

    1 vote

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  20. 2 votes

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