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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 6 votes

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  2. play video in presentation mode after the document is sent
    They like to send presentations with the video and content to their clients and review the document together while on a call.

    Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
    Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q

    4 votes

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  3. 1 vote

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  4. 7 votes

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  5. In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link

    1 vote

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  6. Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    6 votes

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  7. 3 votes

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  8. 1 vote

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  9. Option to setup the type for the signature by default (for example, draw). Now, when you sign the document and click on the signature field, Type (option to type your signature) is displayed first.

    1 vote

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  10. An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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  11. Would like for there to be a capability to have a certain set of individuals in a signing order, but also be able to have recipients who are not listed on the signing order aka can sign without holding up the order list.

    4 votes

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  12. Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.

    3 votes

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  13. When you have signers, there is currently a place in the "Manage" section to toggle in order to attach a PDF directly to the email, instead of having to go back into the document in order to download a completed copy. This makes things easy when you're trying to complete other tasks.

    By making this the default or giving users the option to set it as default, this would increase efficiency for all.

    5 votes

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  14. 1 vote

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  15. Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer

    2 votes

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  16. 2 votes

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  17. The option to have other page navigation options other than scrolling the pages.

    1 vote

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  18. Be able to remove the "Powered by PandaDoc" branding in recipient experience

    1 vote

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  19. 1 vote

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  20. A way to turn off the ability for recipients who have PandaDoc accounts to receive a document prior to sending a generated link

    1 vote

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