Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 4 votes

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  2. My client does not have an email address. Is there any way I can send her a link for her to sign?

    4 votes

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  3. 4 votes

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  4. 4 votes

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  5. 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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  6. So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    4 votes

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  7. option to have a widescreen (16x9) view option to fill screen in presentation mode

    3 votes

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  8. A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.

    3 votes

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  9. In-person signing without email - for the senior care facilities where those signing do not have an email address

    3 votes

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  10. I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)

    I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!

    3 votes

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  11. option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.

    3 votes

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  12. 2 signers will receive the document at the same time in signing order.

    3 votes

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  13. 3 votes

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  14. Re-orient "required" tag for fields so it doesn't overlap text on doc

    3 votes

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  15. I would like the recipient reply more than one emails when replying notification email.

    3 votes

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  16. Client would like the option to create a contact without an email. Some of their clients do not have emails

    3 votes

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

    3 votes

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  18. 3 votes

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  19. When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.

    3 votes

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  20. 3 votes

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