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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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207 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.

    9 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

    9 votes

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  3. 9 votes

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

    9 votes

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  5. 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

    8 votes

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  6. 7 votes

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  7. 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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  8. A one-click sign all button

    7 votes

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

    7 votes

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  11. 7 votes

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  12. 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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  13. 6 votes

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  14. 6 votes

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  15. Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.

    6 votes

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

    6 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)

    6 votes

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

    6 votes

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  19. 6 votes

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  20. 6 votes

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