Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. ability to view a document like a book

    1 vote

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  4. ability to sent a copy of the document (pdf) automatically even if it hasn't been completed

    1 vote

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

    1 vote

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  6. When we forward the document to the recipient. We have a subject which says Someone has sent you the document.
    We can have it changed in the settings for PandaDoc. For automatic updated subject line we want.

    1 vote

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  7. 1 vote

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  8. It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.

    Perhaps an addition to this area?

    1 vote

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  9. Instructional bubbles to guide recipients in filling out the document,

    6 votes

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  10. Disable access to the document for recipients once it's completed

    1 vote

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  11. Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.

    1 vote

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  12. add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level of security which is what the regulators are preaching in Switzerland.

    1 vote

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  13. ability to remove the privacy disclaimer when signer is signing the document

    2 votes

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  14. When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link

    1 vote

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  15. Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    1 vote

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  16. I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)

    I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!

    2 votes

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  17. Support for emails containing a circumflex accent or special characters e.g. " ^ ", " ' ".

    1 vote

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  18. When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.

    1 vote

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  19. option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.

    3 votes

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  20. 1 vote

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