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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • 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. A one-click sign all button

    8 votes

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  2. Automatically add the attachments to the manually completed docs
    Now you would need to upload the attachment to the pop-up window while manually completing a doc for it to appear in the email sent (EV2)

    1 vote

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  3. Our contracts are being signed by our clients as well as our management. We would like to be able to differentiate between the internal and external recipients/signers with an additional document status and individual messages for each recipient.

    1 vote

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  4. Would like to be able to send emails with high priority.

    2 votes

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  5. At present document forwarding and signature forwarding can only be done by pandadoc email, even if the original recipient was sent it via a link. This suggestion is to allow the forwarder to generate a new link for the person they are forwarding to.

    This is needed because of 2 problems with email sending
    1. Email deliverability - people use links to send documents because they don't want to risk their document getting spam filtered, which can happen quite frequently and unpredictably. As signature forwarding only has a pandadoc email option this means the original email will get through, but…

    3 votes

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  6. Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.

    5 votes

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  7. 1 vote

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  8. ability to view a document like a book

    2 votes

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  9. ability to sent a copy of the document (pdf) automatically even if it hasn't been completed

    1 vote

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  10. In-person signing without email - for the senior care facilities where those signing do not have an email address

    22 votes

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  11. 2 votes

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  12. Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.

    3 votes

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  13. add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level of security which is what the regulators are preaching in Switzerland.

    1 vote

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  14. ability to remove the privacy disclaimer when signer is signing the document

    5 votes

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  15. When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link

    1 vote

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  16. Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    6 votes

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  17. Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required

    6 votes

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  18. Support for emails containing a circumflex accent or special characters e.g. " ^ ", " ' ".

    1 vote

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  19. When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.

    1 vote

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  20. 1 vote

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