Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Be able to hide information until the user hovers their mouse over it

    2 votes

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  2. 1 vote

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  3. The customer would like to be able to change the answers provided by customers within fields. In his case it is to match his records on file with what is provided to him. In case a customer neglected to fill something out.

    1 vote

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  4. An email notification that is sent when a document is about to expire.

    28 votes

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  5. My client does not have an email address. Is there any way I can send her a link for her to sign?

    4 votes

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  6. Send document via text.

    1 vote

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  7. when fill in a document with optional fields the arrow should point all the fields (required and optional)

    19 votes

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  8. Need the ability to add multiple roles when using the template embed. This is possible using custom API to Document Embed, but when (prospective) customers don't have someone to create & manage the API, the lack of having the ability to add multiple roles becomes a blocker.

    7 votes

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  9. ev2 click on the images and see them full screen

    2 votes

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  10. 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.

    2 votes

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  11. 4 votes

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  12. 4 votes

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  13. Disable Finish option (when completing the document).

    3 votes

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  14. Download the the embedded template before signing.

    2 votes

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  15. Signature forwarding in embedded templates.

    2 votes

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  16. Implement an ablity to create a link to a certain place in the document

    1 vote

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  17. 1 vote

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  18. 6 votes

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  19. 1 vote

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  20. 1 vote

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