Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 3 votes

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  2. Previous to working with you, our team spoke to Tameeka regarding some features that would be ideal for our current setup. The feature we mentioned was having a date signed preset that would recognize the date of signing instead of having the date being entered manually. It would be ideal for our templates that require multiple dates, attached is an example of this. The current form duplicated twice in our Orientation packets does consume a great deal of time from our onboarding process and a feature with an auto generated date signed would benefit us greatly. We wanted to know…

    3 votes

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  3. Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    3 votes

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  4. 3 votes

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  5. Ability to create HTML email templates and footers for document delivery.

    3 votes

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  6. change color of font on recipients end for filling in fields

    3 votes

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  7. User needs to see a document's version bot only inside the Pandadoc but in downloaded PDF as well.

    3 votes

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  8. Email signature block.

    3 votes

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  9. Send the document to CC and give him the possibility to transfer the document to the first signer.

    3 votes

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  10. Ability to make other recipients info added to a document private, so it will not be visible to other recipients added to a document
    The recipient should see only his/her info (name/email. etc) as well as the content specified for them

    2 votes

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  11. average time spent per page that recipients spend on all documents created from 1 template

    2 votes

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  12. Allow for required fields and not-required fields to be different colors to help the recipient in differentiating

    2 votes

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  13. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    2 votes

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  14. When we forward the document to the recipient. We have a subject which says Someone has sent you the document.
    We can have it changed in the settings for PandaDoc. For automatic updated subject line we want.

    2 votes

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  15. 2 votes

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  16. Allow the person to sign the document and then forward it to another person to sign saving the signature field and the fields signed on the first signer.

    2 votes

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

    2 votes

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  18. seeing the names of the categories on the left panel when hover over them

    2 votes

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  19. Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.

    2 votes

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  20. 2 votes

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