Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    14 votes

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  2. Be able to set up auto-reminders per signer, not only per document

    12 votes

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  3. Pop-ups when client is hovering over some parts of the document.

    12 votes

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  4. 10 votes

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  5. Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    10 votes

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  6. ev2 wrap text and make text smaller when recipients add long responses to text fields

    10 votes

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  7. Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).

    10 votes

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  8. Change the background on our emails from Panda.

    10 votes

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  9. Instructional bubbles to guide recipients in filling out the document,

    9 votes

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  10. ability to disable chat option in a document

    9 votes

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  11. The ability for the recipients to edit variables.

    9 votes

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  12. Ability to remove "Document Sent" email notification for cc'd recipients.

    9 votes

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  13. A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.

    8 votes

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  14. Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    7 votes

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  15. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    7 votes

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  16. Ability to zoom in and out without breaking the format on all devices (web and mobile)
    Signature Pop-Ups on mobile (currently it breaks the formatting)
    Increase Font Size

    7 votes

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  17. 7 votes

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  18. 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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  19. The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    7 votes

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  20. 7 votes

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