Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 111 votes

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  2. Option to have a Lawyer to review the document before it was sent.

    2 votes

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  3. Option to send document on multiple recipient but will hide other email once they receive it.

    1 vote

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  4. When certain items in an order form have been changed (for example governing law, payment terms, etc), there is no approval triggered. As a result of this, legal has to review the entire order form all the time. If would be very beneficial when you could trigger an approval workflow when certain text or content is changed. For example, when the payment term is changed from the default (or default options in a dropdown), the approval workflow for approval by Finance is automatically required.

    1 vote

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  5. Option to add approval info to the signature certificate, for example, "Read and approved"

    1 vote

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  6. Ability to see and kick-out any devices logged-in to the PandaDoc account.

    1 vote

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  7. If the Recipient did not enter the verification code correctly after 3 times, the signature field should be cleared. The recipient should have to resign the document again. The sender should also be notified that the code was not entered correctly.

    1 vote

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  8. 1 vote

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  9. 1 vote

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  10. We use PandaDoc to sign documents with contractors, vendors, etc. Typically someone from the team prepares the contract and then the management (often me) gets an email with a request to sign, sign it and that's it.

    The problem is, that there is no way for management to verify, who actually created the contract. There is just the name of that person but no email! This creates a simple attack vector - anyone with PandaDoc can now change their name to match someone from another company, create an arbitrary contract, send it to some person from that company and have…

    1 vote

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  11. 1 vote

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  12. 33 votes

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  13. Ability to upload an image (picture of signer) for validation.

    1 vote

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  14. Ability to use Embed JS SDK using Pass-though authentication. Giving webapps the ability to allow for their users to create templates without being PandaDcc Users.

    6 votes

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  15. Concern of security of Webhooks in the dashboards (users have access into the dashboard and can adjust/delete Webhooks; also no audit capabilities)
    Need to get this behind a security role/wall

    1 vote

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  16. A method that can authenticate the user to automatically log in with the help of API-key or access token.

    2 votes

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  17. It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…

    1 vote

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  18. Some customer's require storage to be localized exclusively within Canada

    5 votes

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  19. I would like to enforce Google login for my company's users. Please provide settings where I can specify my company's email domain and specify that local passwords not be permitted for users with this email domain.

    This is a simpler configuration option than setting up Google as a SAML IdP.

    1 vote

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  20. Allow the signer of the form to verify the email address as mandatory step to complete the form

    6 votes

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