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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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220 results found

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

    1 vote

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  2. Ability to choose not to show last name of the sender when sending documents.

    1 vote

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  3. 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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  4. I have a customer that is sending multiple bulk-send. Because of the delivery he sometimes needs to send links to the recipients manually.
    Therefore, it would be nice to have a report that will include recipients URLs that he and his team can easily get access to.

    1 vote

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

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

    3 votes

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  6. Ability for recipients to share 1 email address. Can assign signature fields to 2 contacts with the same email address at the same time.

    4 votes

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  7. Send pre-signed PDF to the customer when you send the document

    1 vote

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

    1 vote

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  9. Radio buttons are very useful, it would be even better if we could choose their format.

    Specifically I would like to be able to select if Radio Buttons are:

    • Circles
    • Squares
    • Xs
    • Checks

    One example is section 3 of a W-9, a document that is widely used in Pandadoc. This is the perfect use case for Radio Buttons since the recipient should only select one option. However, W-9s have square boxes usually meant to be checked. A filled in circle works well, a check would be better.

    1 vote

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  10. A feature that would allow recipients to view one page at a time instead of scrolling (document slide view).

    2 votes

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  11. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.

    1 vote

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  12. The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.

    1 vote

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  13. 1 vote

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  14. Ability to resend a document to a specific email address that was changed/corrected in contacts instead of re-sending it to all of the recipients and having them sign again.

    2 votes

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  15. Disable Request review notification

    1 vote

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  16. When a recipient clicks on an expired Document's signature link, there is a message displayed that the Document has expired and to contact the owner's name using the owner's email address ("for more information").

    It may not be desirable to show the owners name for all use cases. Expand the properties of a Document so that there is some flexibility in how the Expiration message is displayed....

    (*) Owner (default)
    ( ) Sender
    ( ) Custom

    Custom Name: ___________________________________________

    Custom eMail Address: ___________________________________

    2 votes

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  17. The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
    For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.

    1 vote

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  18. Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.

    Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.

    Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document

    1 vote

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

    6 votes

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