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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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224 results found

  1. 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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  2. 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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  3. 10 votes

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

    10 votes

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  5. 9 votes

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  6. The document should be auto-signed by 2nd signer is the 1st signer has completd it
    FOr example, we need our team to sign an employee handbook and our HR person needs to counter sign. The HR person will need to sign 50 of them

    9 votes

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  7. 9 votes

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

    9 votes

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

    7 votes

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  11. 7 votes

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  12. 7 votes

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  13. 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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  14. 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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  15. average time spent per page that recipients spend on all documents created from 1 template

    7 votes

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  16. A one-click sign all button

    7 votes

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  17. Client would like the option to create a contact without an email. Some of their clients do not have emails

    7 votes

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  18. 7 votes

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  19. Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).

    7 votes

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  20. Option for the recipient to see if other signer has opened or viewed document

    6 votes

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