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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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210 results found

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

    2 votes

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

    2 votes

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  3. 2 votes

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  4. Download the the embedded template before signing.

    2 votes

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  5. 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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  6. A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc

    2 votes

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  7. 2 votes

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  8. I have a question: If one of the signers needs to sign with his approved certificate, is it possible toload one for a signer in Pandadoc? a signer has a statury position, it means that he has a legal responsibilty. He has a certificate provided to him by an approved authorization company. So he needs to sign with this certificate and it need to be shown inside the document
    Is there a way to load a certificate per signer?

    2 votes

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  9. 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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  10. 2 votes

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  11. 2 votes

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  12. 2 votes

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  13. The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
    For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.

    1 vote

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  14. Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.

    Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.

    Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document

    1 vote

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  15. Option for the recipient to see if other signer has opened or viewed document

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. Have the ability to type information and add cells to the table if needed, but not be able to delete the table itself.

    1 vote

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  19. In-person signing support document rejection (for now you can only sign).

    1 vote

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  20. Have CC'd see all e-mail addresses the document was sent to, including the signer

    1 vote

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