Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    5 votes

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  2. Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed

    1 vote

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  3. I would like the recipient reply more than one emails when replying notification email.

    3 votes

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  4. Ability to set conditional signers based on document value

    4 votes

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  5. 1 vote

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  6. Sometimes large information fields are unnecessary to display and can cause recipient overwhelm we viewing the document i.e. terms and conditions, images.
    Can a feature like collapsable fields be considered?
    A heading, which can still appear in your document contents has an icon where a hidden field of information can be expanded or collapsed

    1 vote

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  7. Client would like the option to create a contact without an email. Some of their clients do not have emails

    4 votes

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  8. Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.

    1 vote

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  9. Save PDF with the unmasked fields.

    17 votes

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  10. Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile

    4 votes

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  11. Ability to zoom in and out without breaking the format on all devices (web and mobile)
    Signature Pop-Ups on mobile (currently it breaks the formatting)
    Increase Font Size

    7 votes

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  12. the blurred background is a default IRS forms instead that it will preview or blur their own forms

    5 votes

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  13. 1 vote

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  14. Right now, upload field in EV1 captures files from recipients and only sender/creator of doc can view and download it. The client would like other recipients to be able to view the files uploaded by another recipient through the upload field.

    1 vote

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  15. Allow the person to sign the document and then forward it to another person to sign saving the signature field and the fields signed on the first signer.

    2 votes

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  16. Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.

    4 votes

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  17. Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.

    0 votes

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  18. The option that blocks the possibility to change the signature from the client's side and signs the document as the contact is mentioned.

    4 votes

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  19. Hello,

    Is there a way to export/print a pdf with the bookmarks. Similar to Word, perhaps there's a feature where you can select "turn headers into bookmarks." For large proposals, bookmarks tend to work best over the TOC and provide a better experience for the recipient and a timesaver for us users who have to manually create them

    1 vote

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  20. PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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