Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 6 votes

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  2. 6 votes

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  3. Drop-down field with the possibility of selecting several options.

    6 votes

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

    6 votes

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

    5 votes

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  6. 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.

    5 votes

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

    5 votes

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

    5 votes

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  9. Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    5 votes

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  10. download the finished document along with the comments

    5 votes

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  11. 5 votes

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  12. 5 votes

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  13. 5 votes

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  14. The client would like to download completed document to Docx with signatures and certificate.

    5 votes

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  15. 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

    4 votes

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  16. It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.

    Perhaps an addition to this area?

    4 votes

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  17. Ability to set conditional signers based on document value

    4 votes

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  18. Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.

    4 votes

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  19. The option that blocks the possibility to change the signature from the client's side and signs the document as the contact is mentioned.

    4 votes

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  20. For some of our customers it is important that our PDFs (or even documents/web site pages) become ADA compliant

    4 votes

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