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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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46 results found

  1. Signing order for CC recipients: CC person view first then only the signer recipients need to sign

    Signing order for both for CC recipients and signers

    9 votes

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    1 comment  ·  Esign & Notary  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  2. Bundle Document visibility by recipients (Different recipients for a bundle): hide selected documents in bundles for recipients

    send doc bundles to different recipients:
    Ability to send the first document to one signer/signers and then second one to others, etc
    So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on

    12 votes

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    5 comments  ·  Esign & Notary  ·  Admin →
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  3. provide csv or report of bulk send recipients that havent signed

    provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    13 votes

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    1 comment  ·  Esign & Notary  ·  Admin →
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  4. Conditional signers based on document value (i.e. if doc value is over $5k, Recipient B is signer instead of Recipient A)

    Ability to set conditional signers based on document value

    24 votes

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    2 comments  ·  Esign & Notary  ·  Admin →
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  5. Option to BCC recipents on documents / Hide recipient list (recipient emails) from other signers

    Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    140 votes

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    14 comments  ·  Esign & Notary  ·  Admin →
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  6. Different attached files for each recipient in Bulk send

    1 vote

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    Idea  ·  0 comments  ·  Esign & Notary  ·  Admin →
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