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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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250 results found

  1. Customization for Decline Reasons

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

    93 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  2. Email footer text - Ability to adjust for each member of workspace

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  3. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

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

    40 votes

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    16 comments  ·  Recipient Experience  ·  Admin →
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  4. Email Signature Block

    Email signature block.

    10 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  5. Set client's default email subject (automatic subject)

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

    101 votes

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    11 comments  ·  Recipient Experience  ·  Admin →
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  6. Automatically mark PD domain as safe sender

    2 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  7. Accept Button before signing

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

    2 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  8. Document versions

    3 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  9. Sending the document to CC without sending it to the first signer

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

    6 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  10. Payment required to complete the document

    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.

    66 votes

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    10 comments  ·  Recipient Experience  ·  Admin →
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