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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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243 results found

  1. Currently, PandaDoc is using Evrotrust which doesn't have Spanish localization. The client needs to have the option to use an identity provider in Spanish with QES

    2 votes

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  2. Suggest edits on uploaded documents

    2 votes

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  3. Option for recipient to change the document title

    2 votes

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  4. 1 vote

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  5. Prevent/ block recipients from screenshotting documents

    1 vote

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  6. Have the ability to edit the subject line when inviting a collaborator

    1 vote

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  7. Why do we allow documents to be “signed” and completed when the signature field is populated with an email address? This happens when the email address is added for the recipient, but there is no first and last name entered. The document isn’t legally binding and has to be resent. It would be ideal if when there’s no first and last name saved the signature field is blank rather than auto-populating the email address. Alternatively, PandaDoc could prompt for the recipient name before the document can be sent.

    2 votes

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  8. SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
    Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.

    2 votes

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  9. Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
    Adding download and print icons to the top right

    1 vote

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  10. Option for recipient to approve or decline the document from the email they receive

    9 votes

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  11. 2 votes

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  12. Allow the body of the email to be formatted for information only flyers. For things that don't need to be signed and returned, it would be easier to send those in the body of the email instead of requiring the recipient to click a link and be redirected.

    1 vote

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  13. Increase limit of 50 recipient

    1 vote

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  14. 2 votes

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  15. The ability to toggle document download option for recipients even after the document has been sent.

    1 vote

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  16. We have, from time to time, cases where larger customers have their own SRM tool and want to send us purchasing orders instead of signing our quotes in PandaDoc.

    Can we create an incoming mail address to which they can send these documents so that we have them directly stored in PandaDoc? We would like to use PandaDoc as our default tool to store (legal) documents.

    1 vote

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  17. 1 vote

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    • Once the 1st signer signed the 2nd signer will be required to sign.
    1 vote

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  18. Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
    It'd be great to have suggest edits be more intuitive and obvious for a recipient.

    2 votes

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  19. Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.

    5 votes

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