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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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  1. 3 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?

    3 votes

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  3. example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically

    3 votes

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  4. When a recipient clicks on an expired Document's signature link, there is a message displayed that the Document has expired and to contact the owner's name using the owner's email address ("for more information").

    It may not be desirable to show the owners name for all use cases. Expand the properties of a Document so that there is some flexibility in how the Expiration message is displayed....

    (*) Owner (default)
    ( ) Sender
    ( ) Custom

    Custom Name: ___________________________________________

    Custom eMail Address: ___________________________________

    2 votes

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

    2 votes

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  6. 2 votes

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  7. 2 votes

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  8. In case the document was sent with an incorrect contact information (first name or last name of the signatory), the signatory needs to have an option to verify their first and last name when they receive the document and be able to change it before signing the document, in case of a typo.

    2 votes

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  9. 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).

    2 votes

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  10. Resolve issues that result in emails to our clients getting blocked or going to spam

    2 votes

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  11. I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?

    2 votes

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  12. Give customers the ability to download documents as word docs.

    2 votes

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    • Will allow the user to mask the main email by email Aliases.
    2 votes

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  13. Make default auto-reminders every 3 days, like in docusing.

    While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .

    Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.

    2 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.

    2 votes

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  15. For example, a PDF is uploaded into PandaDoc with hyperlinks. I can click on the hyperlinks in the editor. Once the document is sent, the recipient is not able to click on the hyperlinks unless a PDF of the sent document is downloaded.

    2 votes

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

    2 votes

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  17. 2 votes

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  18. Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    2 votes

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  19. Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).

    2 votes

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