Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.

    2 votes

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  2. 2 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

    2 votes

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  4. 2 votes

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  5. 2 votes

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  6. Alert the sender to send a new document to the recipient once the original docs terms and conditions are about to expire

    2 votes

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  7. Option for Fields to fill the same info from other pages of the documents.

    1 vote

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  8. The option to modify the document completion window.

    1 vote

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  9. Make recipient indicators more obvious
    Recipients are not noticing the pointers for start/finish/where to fill out.

    It would be helpful to add more flare to the pointers for the recipient. Getting feedback that non-tech recipients don't know what to do when receiving a PandaDoc.

    1 vote

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  10. If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order

    1 vote

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  11. Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.

    Exact wording from customer:

    So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…

    1 vote

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  12. The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic

    1 vote

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  13. Ability to hide document recipients

    1 vote

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  14. 1 vote

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  15. Optional Signatory Button

    Will be use if there is a 2nd optional signatory.

    1 vote

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  16. Ability to hide the audit trails info like location or update the location.

    1 vote

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  17. Slot to put the middle name or a hyphenated last name on the adding the recipient in creating a document to have the Initials to come up as intended

    1 vote

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  18. Ability to change the name of the sender when the recipient receives the document

    1 vote

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  19. 1 vote

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  20. Example: When a job offer goes to an employee, but first needs to be signed by an internal person. At the moment there can only e added one message, so everyone see one message, but it would be nice to send a message to the first signer a different from the other signers.

    1 vote

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