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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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227 results found

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

    4 votes

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

    2 votes

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  3. 2 votes

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

    7 votes

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  5. Direct recipient to N\next field even if the field isn't required

    3 votes

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  6. Ability to send document without recipient's email address and just by providing a share link

    9 votes

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  7. Can we create an incoming mail address to which clientscan send these documents so that we have them directly stored in PandaDoc?

    1 vote

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  8. 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.

    3 votes

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

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  9. Allow the body of the email to be formatted for information only flyers. For things that don't need to be signed and returned, it would be easier to send those in the body of the email instead of requiring the recipient to click a link and be redirected.

    1 vote

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  10. Increase limit of 50 recipient

    1 vote

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  11. The ability to toggle document download option for recipients even after the document has been sent.

    1 vote

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  12. 1 vote

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  13. Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
    It'd be great to have suggest edits be more intuitive and obvious for a recipient.

    2 votes

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  14. When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.

    11 votes

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  15. Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    4 votes

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  16. Have one link to share a document with all recipients instead of generating a different one for each user

    8 votes

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  17. Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.

    4 votes

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  18. Option for the recipient to see if other signer has opened or viewed document

    6 votes

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  19. 1 vote

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