Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Instructional bubbles to guide recipients in filling out the document,

    6 votes

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  2. Customize the Forms pop-up message that is visible when accessing a form from a website.

    11 votes

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  3. Presentation mode.
    Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.

    63 votes

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  4. Save PDF with the unmasked fields.

    12 votes

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  5. Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    75 votes

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  6. Customize the text in reminder message

    90 votes

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  7. Make unavailable the ability to download the pdf version of incomplete document for the recipient.

    74 votes

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  8. ability to remove the privacy disclaimer when signer is signing the document

    2 votes

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  9. 10 votes

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  10. option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.

    3 votes

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  11. Re-orient "required" tag for fields so it doesn't overlap text on doc

    3 votes

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  12. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    3 votes

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  13. Would like a feature where senders are alerted if customers have not viewed their PandaDoc emails within a certain time frame.

    7 votes

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  14. Ability to zoom in and out without breaking the format on all devices (web and mobile)
    Signature Pop-Ups on mobile (currently it breaks the formatting)
    Increase Font Size

    3 votes

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  15. the blurred background is a default IRS forms instead that it will preview or blur their own forms

    4 votes

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  16. I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)

    I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!

    2 votes

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  17. Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.

    3 votes

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  18. 1 vote

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  19. 2 signers will receive the document at the same time in signing order.

    2 votes

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  20. 3 votes

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