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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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11 results found

  1. 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.

    12 votes

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  2. 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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    Released  ·  Lindsey Schocke responded

    You can set the default to attach a PDF to a completed document notification in Settings > Settings > Email attachment. 


    Check the box that says: 

    Attach a PDF of the completed document to email. 


    When a document is completed, recipients will receive an automated email with a PDF copy of the document attached. 


    You can learn more here: 

    https://support.pandadoc.com/hc/en-us/articles/360026361793#:~:text=Enable%20for%20all%20new%20templates%20and%20documents 

  3. In-person signing without email - for the senior care facilities where those signing do not have an email address

    22 votes

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    Hi there 👋

    I'm happy to inform you that we've introduced the ability to sign documents in person, even if the recipient doesn't have an email address. The host's name and email will now be displayed alongside the in-person signer's information in the signing certificate.

    If you have any questions, please feel free to reach out.

    Igor | Product Team

  4. A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.

    17 votes

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  5. Recipient should be able to create a handwritten signature instead of the regular one offered.

    2 votes

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  6. 1 vote

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  7. option to have a widescreen (16x9) view option to fill screen in presentation mode

    3 votes

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    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/1500010809981--Editor-2-0-Presentation-mode


    Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


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

    101 votes

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  10. 29 votes

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  11. 3 votes

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