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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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236 results found

  1. When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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  2. 1 vote

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  3. download the finished document along with the comments

    22 votes

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  4. User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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  5. example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically

    3 votes

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  6. 15 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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

    7 votes

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  8. 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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  9. 3 votes

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  10. Email signature block.

    10 votes

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

    90 votes

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    Hi there! Unfortunately 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!

  12. 2 votes

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

    2 votes

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  14. 3 votes

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  15. Send the document to CC and give him the possibility to transfer the document to the first signer.

    6 votes

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  16. 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!

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