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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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238 results found

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

    7 votes

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  2. Ideal: 1. Search by email/recipient: filter documents by status: sent, expired, declined (excluding completed)
    2. Resend multiple pending documents to the recipient within one transaction and preferably via 1 email with all the links included and one notification to the recipient

    Current workflow: Search by email and resend each pending document at one at a time generating multiple emails appearing as duplicates

    Use case: recipients that have a repeated journey (services) with the vendor requiring the same document to be generated with updated content or dates for billing to process

    2 votes

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  3. Option for recipients to select items from the entire catalog

    2 votes

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  4. Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:

    Making the green download button and the "other actions > download" option consistent.

    2 votes

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  5. The ability to disable the change language option recipients have in the document view

    2 votes

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  6. Currently, PandaDoc is using Evrotrust which doesn't have Spanish localization. The client needs to have the option to use an identity provider in Spanish with QES

    2 votes

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  7. Suggest edits on uploaded documents

    2 votes

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  8. Option for recipient to change the document title

    2 votes

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  9. Once a recipient fully signs all their fields, the document will be "finished" for them (without the need to click on Finish button)

    1 vote

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  10. Why do we allow documents to be “signed” and completed when the signature field is populated with an email address? This happens when the email address is added for the recipient, but there is no first and last name entered. The document isn’t legally binding and has to be resent. It would be ideal if when there’s no first and last name saved the signature field is blank rather than auto-populating the email address. Alternatively, PandaDoc could prompt for the recipient name before the document can be sent.

    2 votes

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    • Will allow the sender to disable notification once the document got completed
    12 votes

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  11. Workflow:
    1. Assign all fields to one recipient and send to them
    2. They forward the document to a second person who fills in some fields
    3. This second person forwards the document to a third person who fills in the rest of the fields

    1 vote

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  12. Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.

    5 votes

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  13. 2 votes

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  14. Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

    5 votes

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  15. 1 vote

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  16. Ability to have a field tab logic works properly and not jump into random fields.

    2 votes

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  17. 2 votes

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  18. Prevent/ block recipients from screenshotting documents

    1 vote

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  19. Will allow the sender to disable notification send to CCed recipients

    7 votes

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