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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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208 results found

  1. Have one link to share a document with all recipients instead of generating a different one for each user

    3 votes

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  2. When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.

    3 votes

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  3. Within the Signature Block, add a type property, with a new option of click-wrap, that would simply be a checkbox control vs the legacy signature control. If the click-wrap signature type is selected, have two additional options (a) click-wrap-text, defaults to "I Agree", and (b) click-wrap-url. If the click-wrap-url is not empty then the url is displayed above and must be clicked on to enable the "I Agree" checkbox control. Clicking on the url should show the url content in a separate window or tab, as to not disrupt the originating signing page, taking into considerations both desktop and…

    3 votes

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  4. What I need is a way to protect a pdf so that it cannot be modified, and that it remains protected or in read-only mode.

    3 votes

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  5. 3 votes

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  6. 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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  7. 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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  8. 3 votes

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

    3 votes

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

    3 votes

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  11. The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic

    3 votes

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  12. to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.

    3 votes

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  13. hide the document sequence from the recipients, i.e. they should see the doc name only not the sequence.

    3 votes

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  14. Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.

    3 votes

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  15. Hello,

    Is there a way to export/print a pdf with the bookmarks. Similar to Word, perhaps there's a feature where you can select "turn headers into bookmarks." For large proposals, bookmarks tend to work best over the TOC and provide a better experience for the recipient and a timesaver for us users who have to manually create them

    3 votes

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  16. Client would like the option to save custom colors within pandadoc

    3 votes

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  17. 3 votes

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  18. 3 votes

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  19. 3 votes

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  20. ev2 click on the images and see them full screen

    3 votes

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