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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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236 results found

  1. prepopulate phone number in recipient verification

    5 votes

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  2. Ability to undo a signature for one specific user instead of erasing the entire document.

    5 votes

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

    5 votes

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  4. Ability to change the name of the sender when the recipient receives the document

    5 votes

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  5. An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.

    5 votes

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  6. Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.

    5 votes

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

    5 votes

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  8. Decline part of the document

    5 votes

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

    5 votes

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  10. 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.

    5 votes

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  11. 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.

    5 votes

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  12. Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    5 votes

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  13. Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    4 votes

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  14. The customer has to re-upload their signature every time they sign a document sent to them by another PandaDoc user. They would like to have their saved signature available when signing as a document recipient.

    4 votes

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  15. Be able to remove the "Powered by PandaDoc" branding in recipient experience

    4 votes

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  16. 4 votes

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  17. 4 votes

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  18. Need the ability to replace PandaDoc email body content with HTML snippet through API. currently, the email body is customizable with only plain text.

    4 votes

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  19. 4 votes

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  20. 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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