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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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25 results found

  1. Ability to hide or remove parts of the signature certificate.

    Including:
    Signer's email address
    Dates
    Timestamp
    Location
    IP address
    PandaDoc promotional message

    99 votes

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  2. Option to add approval info to the signature certificate, for example, "Read and approved"

    54 votes

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  3. add clickwrap as an additional safeguard for contract signing.

    50 votes

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  4. Generate signature certificate even if the document is not completed by all recipients

    40 votes

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  5. Option to setup 2FA for all users at once

    16 votes

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  6. 14 votes

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  7. Some customer's require storage to be localized exclusively within Canada

    12 votes

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  8. Ability to see and kick-out any devices logged-in to the PandaDoc account.

    9 votes

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  9. Encrypt emails

    8 votes

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  10. 8 votes

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  11. Currently, SSO group-based provisioning in PandaDoc only applies during the initial user creation at first login and does not update group assignments on subsequent logins for existing users. We would like to request the ability for SSO group-based provisioning to also apply to existing users on future logins, so that group membership and related access can be dynamically updated based on IdP group changes.

    This enhancement would ensure that user access remains aligned with identity provider group assignments over time, reduce manual administrative updates, and improve overall access management accuracy and security.

    5 votes

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  12. Currently, the length of the PandaDoc session is 14 days. The customer requests the option to configure a custom session expiration period to increase security.

    4 votes

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  13. Some of the documents that we need signed are being signed in other countries outside of the US.

    For our business compliance, we cannot allow this. We can only have signatures done in the USA.

    4 votes

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  14. Ability to enable ID Check (recipient verification) on forms and make it required

    3 votes

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  15. Ability to see the certification without the need of Acrobat

    3 votes

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  16. It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…

    3 votes

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  17. The Certificate of Signature should also indicate whether the document signed by the recipient included any attachments at the time of signing. If attachments were present, the certificate must display the attachment's name and relevant details.
    This ensures full transparency for the recipient, confirming that any attachments were part of the original document from the start — and were not added after the signing was completed. This protects the recipient from unknowingly signing a document that may have had files appended without their knowledge.

    2 votes

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  18. 2 votes

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  19. Flatten the certificate signature so there is no option to copy the signature from the certificate

    2 votes

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  20. The user will receive a notification if there are data being exported in the account.

    2 votes

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