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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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176 results found

  1. Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required

    5 votes

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

    5 votes

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  3. 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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  4. The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    5 votes

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  5. Remove X sent you the document from the email.

    5 votes

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

    5 votes

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  7. play video in presentation mode after the document is sent
    They like to send presentations with the video and content to their clients and review the document together while on a call.

    Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
    Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q

    4 votes

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  8. Would like for there to be a capability to have a certain set of individuals in a signing order, but also be able to have recipients who are not listed on the signing order aka can sign without holding up the order list.

    4 votes

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  9. Decline part of the document

    4 votes

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

    4 votes

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  11. 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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  12. Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.

    Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.

    4 votes

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  13. 4 votes

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  14. When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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  15. Send the document to CC and give him the possibility to transfer the document to the first signer.

    4 votes

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  16. An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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  17. Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.

    3 votes

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  18. 3 votes

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  19. 3 votes

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  20. Option for the sender to resend the document to the recipient hwo did not recive the document or unable to sign it during the document is sent on multiple reciepeint

    3 votes

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