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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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176 results found

  1. 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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  2. 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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  3. Option for the recipient to see if other signer has opened or viewed document

    6 votes

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  4. For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.

    2 votes

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  5. 2 votes

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  6. 2 votes

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  7. 1 vote

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  8. Have the ability to type information and add cells to the table if needed, but not be able to delete the table itself.

    1 vote

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  9. In-person signing support document rejection (for now you can only sign).

    1 vote

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

    7 votes

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  11. In case the document was sent with an incorrect contact information (first name or last name of the signatory), the signatory needs to have an option to verify their first and last name when they receive the document and be able to change it before signing the document, in case of a typo.

    2 votes

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  12. Have CC'd see all e-mail addresses the document was sent to, including the signer

    1 vote

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  13. Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.

    1 vote

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  14. 1 vote

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  15. For example, if you have your own PandaDoc account and someone sent the document for signing (signing order is enabled, you are one of the recipients but the first recipient didn't sign the document), you can see this document in your Inbox.
    It would be great to see the status/notification/message "Document is waiting for another person's signature" for this document, so the user won't be confused that he is able to sign it (when the document wasn't signed by the first recipient in signing order).

    4 votes

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  16. It would be great if we had a way to resend a completed document without downloading and emailing separately the PDF if the recipients don't receive it.

    1 vote

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  17. Resolve issues that result in emails to our clients getting blocked or going to spam

    2 votes

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  18. Have the ability to hide or remove the document value from the recipient

    1 vote

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  19. 1 vote

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  20. When a recipient is filling out their e-mail address, they will inadvertently put a space at the beginning or end, which shows the field still needing to be filled in

    1 vote

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