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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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257 results found

  1. Default Signature for PandaDoc Users' Signing as a Recipient on a document sent to them by another PandaDoc user.

    The customer has to re-upload their signature every time they sign a document sent to them by another PandaDoc user. They would like to have their saved signature available when signing as a document recipient.

    4 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  2. Recipients able to click on hyperlinks on a sent document without having to download PDF

    For example, a PDF is uploaded into PandaDoc with hyperlinks. I can click on the hyperlinks in the editor. Once the document is sent, the recipient is not able to click on the hyperlinks unless a PDF of the sent document is downloaded.

    5 votes

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  3. remove grey background from text field when the document is opened for the recipient

    remove grey background from text field when the document is opened for the recipient

    https://pandadoc.zendesk.com/agent/tickets/451149

    2 votes

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  4. protect PDF attachment

    What I need is a way to protect a pdf so that it cannot be modified, and that it remains protected or in read-only mode.

    3 votes

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  5. Email to include all recipients

    1 vote

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  6. 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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  7. play video in presentation mode after the document is sent

    play video in presentation mode after the document is sent
    They like to send presentations with the video and content to their clients and review the document together while on a call.

    Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
    Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q

    5 votes

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  8. Suggest edits email customization: remove summary of redlines in email notification

    1 vote

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  9. Have Different ways of page navigation: turn pages instead of scrolling

    The option to have other page navigation options other than scrolling the pages.

    3 votes

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  10. Remove "powered by pandadoc"

    Be able to remove the "Powered by PandaDoc" branding in recipient experience

    4 votes

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  11. Additional Customizable Settings for Recipients

    A way to turn off the ability for recipients who have PandaDoc accounts to receive a document prior to sending a generated link

    1 vote

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  12. convert numbers to words

    3 votes

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  13. Change the order in which the fillable fields can be completed: from top to bottom, instead of left to right

    Instead of left to right, have the option for fields to be filled out from top to bottom.

    https://support.pandadoc.com/hc/en-us/community/posts/5403538441111-Fillable-Field-Order

    7 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  14. One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in

    Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    2 votes

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

    2 votes

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  17. Be able to turn on Recipient Verification on all documents without having to manually toggling it on each time

    1 vote

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  18. Recipients can hide or show selected text block in a document (make is expandable)

    1 vote

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  19. Forwarding two signatures to different signatories

    An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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  20. Finish Button on Documents with No Fields

    Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.

    3 votes

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