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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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168 results found

  1. 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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  2. 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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  3. Be able to remove the "Powered by PandaDoc" branding in recipient experience

    4 votes

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  4. 4 votes

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  5. 4 votes

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  6. Download the the embedded template before signing.

    4 votes

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  7. 4 votes

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  8. 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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  9. Option to get a video to automatically pop up when a client opens the agreement

    4 votes

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  10. For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.

    3 votes

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

    3 votes

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  12. 3 votes

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  13. 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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  14. 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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  15. For example, a check box has been checked before the document has been sent -- can we make it so that it can't be unchecked even by the recipient?

    3 votes

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  16. one recipient to review document (without signing) before sending to another recipient. "Signing order" for viewers of a document.

    3 votes

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  17. At present document forwarding and signature forwarding can only be done by pandadoc email, even if the original recipient was sent it via a link. This suggestion is to allow the forwarder to generate a new link for the person they are forwarding to.

    This is needed because of 2 problems with email sending
    1. Email deliverability - people use links to send documents because they don't want to risk their document getting spam filtered, which can happen quite frequently and unpredictably. As signature forwarding only has a pandadoc email option this means the original email will get through, but…

    3 votes

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

    3 votes

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  20. 3 votes

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