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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. Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

    6 votes

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  2. 1 vote

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  3. Prevent signers from seeing completed docs

    1 vote

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  4. have each signature individually drawn out rather than just one signature that is applies to each signature line

    1 vote

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  5. Will allow the sender to disable notification send to CCed recipients

    9 votes

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  6. Ability to choose not to show last name of the sender when sending documents.

    1 vote

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  7. Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    4 votes

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    • Will allow the sender to disable notification once the document got completed
    13 votes

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  8. Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.

    5 votes

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  9. Radio buttons are very useful, it would be even better if we could choose their format.

    Specifically I would like to be able to select if Radio Buttons are:

    • Circles
    • Squares
    • Xs
    • Checks

    One example is section 3 of a W-9, a document that is widely used in Pandadoc. This is the perfect use case for Radio Buttons since the recipient should only select one option. However, W-9s have square boxes usually meant to be checked. A filled in circle works well, a check would be better.

    4 votes

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  10. A feature that would allow recipients to view one page at a time instead of scrolling (document slide view).

    3 votes

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  11. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.

    1 vote

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  12. The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.

    4 votes

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  13. 3 votes

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  14. Ability to resend a document to a specific email address that was changed/corrected in contacts instead of re-sending it to all of the recipients and having them sign again.

    2 votes

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  15. Disable Request review notification

    1 vote

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  16. The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
    For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.

    1 vote

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  17. Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.

    Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.

    Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document

    1 vote

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  18. Option for the recipient to see if other signer has opened or viewed document

    6 votes

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

    4 votes

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