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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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224 results found

  1. 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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  2. Remove X sent you the document from the email.

    5 votes

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  3. 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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  4. 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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  5. For example, if you have your own PandaDoc account and someone sent the document for signing (signing order is enabled, you are one of the recipients but the first recipient didn't sign the document), you can see this document in your Inbox.
    It would be great to see the status/notification/message "Document is waiting for another person's signature" for this document, so the user won't be confused that he is able to sign it (when the document wasn't signed by the first recipient in signing order).

    4 votes

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  6. 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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  7. 4 votes

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

    4 votes

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  9. 4 votes

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  10. 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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  11. Give the recipient an option to decline a proposal after viewing.

    4 votes

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

    4 votes

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  13. 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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  14. 4 votes

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

    3 votes

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  17. 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.

    3 votes

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  18. The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.

    3 votes

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  19. 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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  20. The option to have other page navigation options other than scrolling the pages.

    3 votes

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