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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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237 results found

  1. Have one link to share a document with all recipients instead of generating a different one for each user

    10 votes

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  2. 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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  3. Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left

    10 votes

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  4. 10 votes

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

    10 votes

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  6. Email signature block.

    10 votes

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  7. Ability to send document without recipient's email address and just by providing a share link

    9 votes

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  8. I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?

    9 votes

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

    9 votes

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  10. Hello,

    Is there a way to export/print a pdf with the bookmarks. Similar to Word, perhaps there's a feature where you can select "turn headers into bookmarks." For large proposals, bookmarks tend to work best over the TOC and provide a better experience for the recipient and a timesaver for us users who have to manually create them

    9 votes

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

    9 votes

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  12. A one-click sign all button

    8 votes

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  13. When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.

    8 votes

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  14. User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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  15. Will allow the sender to disable notification send to CCed recipients

    7 votes

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    • Will allow the sender to disable notification once the document got completed
    7 votes

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  16. 7 votes

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  17. 7 votes

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  18. Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.

    7 votes

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

    7 votes

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