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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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86 results found

  1. Ability to add links/modify notification message sent to recipients

    For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  2. Allow recipients the ability to edit the document, potentially add extra documents, and send to an internal team for review before signing

    7 votes

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  3. Make it possible for recipients to sign a document with different signatures (if there are more than one signature field assigned to them)

    4 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  4. Improve email deliverability and rate of emails going to spam

    Resolve issues that result in emails to our clients getting blocked or going to spam

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  5. notifications when emails are bounced/not delivered

    I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?

    11 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Allow sending emails from our own domain

    Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  7. Open Document button

    In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link

    2 votes

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  8. convert numbers to words

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  9. Allow first signer to add another recipient on the document to sign

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  10. Ability to pre-populate signature field with the client's signature so when they receive a document they only have to select their signature

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  11. Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).

    Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  12. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.

    6 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  13. access emails history sent by pandadoc upon sending documents

    history of emails sent with email body text

    15 votes

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    5 comments  ·  Recipient Experience  ·  Admin →
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  14. Restrict the ability to download uncompleted document [Workaround in comments]

    Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    24 votes

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    7 comments  ·  Recipient Experience  ·  Admin →
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  15. Option for the sender to resend the document to the recipient who did not recieve the document

    Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.

    21 votes

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    4 comments  ·  Recipient Experience  ·  Admin →
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  16. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  17. Recipient names can be set by other recipients

    You can send documents to a recipient, and they can set the other recipient names/emails

    3 votes

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  18. Hide document sequence on the recipients end

    hide the document sequence from the recipients email, i.e. they should see the doc name only not the sequence.

    10 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  19. option for biometric/fingerprint signature

    An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.

    6 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  20. Presentation Option: Powerpoint slideshow mode (no scroll)

    Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    18 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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