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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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176 results found

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

    2 votes

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  2. You can send documents to a recipient, and they can set the other recipient names/emails

    2 votes

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  3. 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.

    2 votes

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  4. when logging in and you entered an email that has no account, the system will prompt when you there is no account registered for that email address instead of a prompt that an email has been sent when using forgot password link

    2 votes

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

    2 votes

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  6. Would like to be able to send emails with high priority.

    2 votes

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  7. 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…

    2 votes

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  8. ability to view a document like a book

    2 votes

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  9. 2 votes

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  10. 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

    2 votes

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  11. remove the "by 'doc creator'" inside sent docs beneath the title

    2 votes

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  12. Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    2 votes

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  13. The option that allows to open an additional page with the e-signature and then gets back to the document.

    Is there a way to setup a "Click Here To Agree" to the Terms Of Use paperwork that would open them up in a new Window, allow them to Scroll through to to bottom where it has the eSig, then when it's signed bring them back to the initial eSig document?

    2 votes

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  14. Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    2 votes

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  15. Require one option for a recipient to sign instead of having more options

    2 votes

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  16. Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

    2 votes

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  17. 2 votes

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

    2 votes

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  19. Download the the embedded template before signing.

    2 votes

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  20. PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:

    "Active Campaign can do it with domain verification, you guys should be able to also
    DMARC records etc
    not hard
    please pass this on"

    2 votes

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