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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. It is not currently possible for a document recipient to exit the "Suggesting edits" mode if they accidentally added a suggestion and removed it. Adding a suggestion, it can be a single character, immediately pushes a document into a 'Suggesting edits" mode that cannot be exited even if a suggestion is deleted. A document sender would need to review and resend a document to move further.

    2 votes

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  2. Ability for recipients to view the document's audit trail

    2 votes

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  3. Have the ability during the redlining process to use PandaDoc in-app redlining or Word interchangeably. Right now, they have to choose either redline with PandaDoc or with Word from the beginning and stick to that for the entire redlining process for that document.

    7 votes

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  4. If clients reply to a document sent via SMS, the text message can be redirected to an email or another number.

    2 votes

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  5. Option to customize the text that shows on the redirection window

    2 votes

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  6. The possibility of allowing customers to view their order/repair status. For example:

    Order Status

    Placed------Printing-------Shipped-------Delivered

    2 votes

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  7. Have the ability to control how fast the system scrolls to the following field that the recipient fills in. When sending a document to a recipient it is very difficult for the recipient to read the document because it automatically scrolls quickly to the fields that they are supposed to fill out.

    2 votes

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  8. We'd like the ability to add a customized disclaimer to proposals we send to our clients. For example, when they click the link to sign, they receive a pop-up on their screen with our disclaimer language, which requires them to "agree" to our terms before continuing with the document.

    1 vote

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  9. The ability to allow other participants to access the same document and perform in-person signing on different devices.

    2 votes

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  10. 2 votes

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  11. Redirect button on the completed document email

    2 votes

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  12. Add a feature to notify recipients when an optional signature field is present in the document. This could be through a message or visual cue to ensure the recipient is aware of the optional field.

    2 votes

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  13. The recipient must enter a passcode in order to download their documents

    2 votes

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  14. If Product A is added to the pricing table, add CLI "A", If Product B is added to the pricing table, add CLI "B". However, if you add products "A" and "B" to the pricing table, only one of the content library items will be pulled.

    2 votes

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  15. We have discovered that a new user can be created in certain situations, causing problems. Specifically, one of our internal resources accessed our PandaDoc room with an identical email address and user name, however one letter in the email was capitalized. PandaDoc interpreted this to be a unique new user and generated a second external/collaborator account for the user.

    We suggest that case-sensitivity be ignored in all email addresses to avoid this potential issue.

    1 vote

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  16. Option for recipient to approve or decline the document from the email they receive

    10 votes

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  17. Would like the ability to manage recipient groups from the Contacts tab rather than having to dive into a document. Something like the attached.

    2 votes

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  18. 3 votes

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  19. Do not send the recipient an email containing the document when they start to fill out a form

    2 votes

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  20. Currently, it is expected to receive the documents for the recipients to sign via email before they receive the suggested edits resolved results email. Would like this to be switched so that they receive the results email before they receive the document to sign

    2 votes

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