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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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174 results found

  1. Document Forwarding Help Text (Change forward button text and make it more visible)

    Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.

    Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.

    5 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  2. remove decline option

    6 votes

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  3. Ability to remove the Report Spam button from emails

    12 votes

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  4. Disable Finish Button

    Disable Finish option (when completing the document).

    10 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  5. Download the embedded template before signing

    Download the the embedded template before signing.

    2 votes

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  6. access to signature certificate: make certificate visible to a doc creator only

    1 vote

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  7. "Next page" function in recipient view

    1 vote

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  8. For PandaDoc to have an automatic domain verification

    PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:

    "Active Campaign can do it with domain verification, you guys should be able to also
    DMARC records etc
    not hard
    please pass this on"

    2 votes

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  9. force logging in to the account before the account user could see the contract

    1 vote

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  10. Make drawing signatures more precise

    1 vote

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  11. More prominent Print button (recipients view)

    4 votes

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  12. Download button

    The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    13 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  13. Remove X sent you the document from the email.

    Remove X sent you the document from the email.

    6 votes

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  14. Auto Response with template

    A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc

    2 votes

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  15. Ability to limit font type options for signatures when recipients choose to type their signature

    3 votes

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  16. The ability to send the emails out from another tool with a link to the PandaDoc document

    1 vote

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  17. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    9 votes

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  18. Document/signature forwarding is allowed to specific recipients

    Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    5 votes

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  19. Comments default display in both internal and recipient mode

    1 vote

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  20. Ev2, document link to be viewed

    The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.

    2 votes

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