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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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237 results found

  1. 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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  2. 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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  3. 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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  4. Have the ability to hide or remove the document value from the recipient

    3 votes

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

    3 votes

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  7. 3 votes

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  8. 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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  9. 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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  10. 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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  11. 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.

    3 votes

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  12. 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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  13. 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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  14. Client would like the option to save custom colors within pandadoc

    3 votes

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  15. 3 votes

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

    3 votes

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  17. 3 votes

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

    3 votes

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  19. 3 votes

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  20. 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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