Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 7 votes

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  2. 3 votes

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  3. 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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  4. 4 votes

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  5. 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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  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.

    5 votes

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  7. I would like a first page to appear. And if there is no click at the end of the first page, the client signs and doesn't see the rest of the document. Whereas if the client clicks, then all other pages pull up and the whole document appears

    2 votes

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  8. 3 votes

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  9. Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.

    3 votes

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  10. 2 votes

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  11. 1 vote

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  12. Ability to change the name of the sender when the recipient receives the document

    5 votes

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  13. wish to receive one signature once the document is sent and the second one after 16 days

    1 vote

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  14. Need the ability to replace PandaDoc email body content with HTML snippet through API. currently, the email body is customizable with only plain text.

    3 votes

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  15. 1 vote

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  16. 1 vote

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  17. For example, a check box has been checked before the document has been sent -- can we make it so that it can't be unchecked even by the recipient?

    1 vote

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  18. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    2 votes

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  19. 1 vote

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  20. If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.

    2 votes

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