Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 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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  2. Ability to set conditional signers based on document value

    15 votes

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  3. 1 vote

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

    6 votes

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

    4 votes

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  7. 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

    9 votes

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

    5 votes

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  9. 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.

    4 votes

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  10. 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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  11. 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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  12. PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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  13. remove the "by 'doc creator'" inside sent docs beneath the title

    2 votes

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  14. Client would like the option to save custom colors within pandadoc

    3 votes

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  15. 3 votes

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  16. the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    1 vote

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  17. ability to disable chat option in a document

    24 votes

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  18. 11 votes

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  19. When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.

    5 votes

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  20. 1 vote

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