Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Previous to working with you, our team spoke to Tameeka regarding some features that would be ideal for our current setup. The feature we mentioned was having a date signed preset that would recognize the date of signing instead of having the date being entered manually. It would be ideal for our templates that require multiple dates, attached is an example of this. The current form duplicated twice in our Orientation packets does consume a great deal of time from our onboarding process and a feature with an auto generated date signed would benefit us greatly. We wanted to know…

    6 votes

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  2. Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    6 votes

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  3. 6 votes

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  4. download the finished document along with the comments

    6 votes

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  5. When you have signers, there is currently a place in the "Manage" section to toggle in order to attach a PDF directly to the email, instead of having to go back into the document in order to download a completed copy. This makes things easy when you're trying to complete other tasks.

    By making this the default or giving users the option to set it as default, this would increase efficiency for all.

    5 votes

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  6. 5 votes

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

    5 votes

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

    5 votes

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  9. the blurred background is a default IRS forms instead that it will preview or blur their own forms

    5 votes

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

    5 votes

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  11. 5 votes

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

    5 votes

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  13. Email signature block.

    5 votes

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  14. Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    4 votes

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  15. A one-click sign all button

    4 votes

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

    4 votes

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

    4 votes

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  18. Decline part of the document

    4 votes

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  19. Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile

    4 votes

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  20. Allow the person to sign the document and then forward it to another person to sign saving the signature field and the fields signed on the first signer.

    4 votes

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