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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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232 results found

  1. ability to view a document like a book

    2 votes

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  2. 2 votes

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  3. Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed

    2 votes

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  4. Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.

    2 votes

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

    2 votes

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  6. 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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  7. 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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  8. 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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  9. Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

    2 votes

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  10. 2 votes

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

    2 votes

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  13. 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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  14. 2 votes

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  15. 2 votes

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  16. Button accept before signing the document from the clients' side.

    2 votes

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  17. We utilize PandaDoc for several workflows and have received feedback across the institution that users would like to be able to send a document back to the previous step, rather than only being able to reject it and having it only alert the initiator that it was rejected...and then the initiator having to resubmit it to go through the entire workflow again.

    For example, our department staff initiate a workday document that is the sent to the faculty member, our faculty fill out their workdays, and then send it on to the dean. If the dean identifies items that need…

    1 vote

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  18. Once a recipient fully signs all their fields, the document will be "finished" for them (without the need to click on Finish button)

    1 vote

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  19. 1 vote

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  20. Prevent/ block recipients from screenshotting documents

    1 vote

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