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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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235 results found

  1. 7 votes

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  2. Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    7 votes

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  3. 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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  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.

    7 votes

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  5. 7 votes

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

    7 votes

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

    6 votes

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  9. Resolve issues that result in emails to our clients getting blocked or going to spam

    6 votes

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  10. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    6 votes

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  11. 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

    6 votes

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

    6 votes

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  13. 6 votes

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

    6 votes

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  15. Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.

    5 votes

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  16. Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

    5 votes

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  17. Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.

    5 votes

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  18. 5 votes

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  19. I would like to have a customer be able to optionally make a payment from a completed document, but not require it ever time.

    Our use case is that I'm going to have a whole package that we'll send a customer once we've reached the right point in the process. It will have a Welcome letter, a Non-disclosure agreement, a copy of our W9, and an invoice for the service we are about to provide.

    Today, our payment options are them sending a check, or I'll give them bank account details they can send to via ACH. Eventually, I'd like…

    5 votes

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  20. Make default auto-reminders every 3 days, like in docusing.

    While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .

    Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.

    5 votes

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