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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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235 results found

  1. one recipient to review document (without signing) before sending to another recipient. "Signing order" for viewers of a document.

    3 votes

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  2. If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.

    2 votes

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  3. Need the ability to replace PandaDoc email body content with HTML snippet through API. currently, the email body is customizable with only plain text.

    5 votes

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  4. 2 votes

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  5. If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order

    2 votes

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  6. The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic

    10 votes

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  7. Ability to change the name of the sender when the recipient receives the document

    5 votes

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  8. 1 vote

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

    2 votes

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  10. Ability to generate a link to the document when you are self signing a document

    1 vote

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  11. to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.

    5 votes

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  12. when logging in and you entered an email that has no account, the system will prompt when you there is no account registered for that email address instead of a prompt that an email has been sent when using forgot password link

    2 votes

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

    8 votes

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

    5 votes

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  15. When entering an email address incorrectly, the user should be able to make a change to the Contact in the Contacts area, and it should allow for that email address to correct for the Recipient in a live or open document. Currently, it does not make that change, which results in the user needing to a.) Add another recipient, changing signer status to the new recipient, and deleting the incorrect recipient, or b.) starting over with a new document if A fails, which it currently is with a bug in the system.

    10 votes

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  16. Instead of delivering a link to the document display the document within the email itself.

    1 vote

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  17. Pause the document after 1 signer if you do not want other people to sign yet

    1 vote

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  18. average time spent per page that recipients spend on all documents created from 1 template

    8 votes

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  19. When viewing a pandadoc on a mobile device (not through the pandadoc application) the words of a document become garbled. (coding for mobile web is not user friendly)

    2 votes

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

    17 votes

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