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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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235 results found

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

    9 votes

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

    2 votes

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

    1 vote

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  4. 2 votes

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  5. 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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  6. 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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  7. We utilize PandaDoc for several workflows and have received feedback across the institution that users would like to be able to send a document back to the previous step, rather than only being able to reject it and having it only alert the initiator that it was rejected...and then the initiator having to resubmit it to go through the entire workflow again.

    For example, our department staff initiate a workday document that is the sent to the faculty member, our faculty fill out their workdays, and then send it on to the dean. If the dean identifies items that need…

    1 vote

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  8. 2 votes

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  9. 2 votes

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

    2 votes

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

    2 votes

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  13. 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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  14. Suggest edits on uploaded documents

    2 votes

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  15. Option for recipient to change the document title

    2 votes

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

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  16. 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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  17. 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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  18. 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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  19. 2 votes

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