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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Option to view details of when emails was sent when emails sent with copies of fully signed documents

    • Will allow the user to view the details f when emails was sent when emails sent with copies of fully signed documents on the Audit trail.
    1 vote

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  2. Within the Signature Block, add a type property, with a new option of click-wrap, that would simply be a checkbox control vs the legacy signature control. If the click-wrap signature type is selected, have two additional options (a) click-wrap-text, defaults to "I Agree", and (b) click-wrap-url. If the click-wrap-url is not empty then the url is displayed above and must be clicked on to enable the "I Agree" checkbox control. Clicking on the url should show the url content in a separate window or tab, as to not disrupt the originating signing page, taking into considerations both desktop and…

    1 vote

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    • Will allow the user to mask the main email by email Aliases.
    2 votes

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  3. Make default auto-reminders every 3 days, like in docusing.

    While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .

    Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.

    1 vote

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  4. 1 vote

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    • will allow the user to send the document directly to the signer of the document.
    1 vote

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  5. When a customer signs a document, id like an email to go out to my team with certain information from the document.

    1 vote

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  6. Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    1 vote

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  7. Edit the email of the sent document then auto resend it after it was changed

    1 vote

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  8. To have the ability to edit a completed document from the recipients view.

    1 vote

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  9. The customer has to re-upload their signature every time they sign a document sent to them by another PandaDoc user. They would like to have their saved signature available when signing as a document recipient.

    2 votes

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  10. For example, a PDF is uploaded into PandaDoc with hyperlinks. I can click on the hyperlinks in the editor. Once the document is sent, the recipient is not able to click on the hyperlinks unless a PDF of the sent document is downloaded.

    1 vote

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  11. 1 vote

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  12. What I need is a way to protect a pdf so that it cannot be modified, and that it remains protected or in read-only mode.

    3 votes

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  13. 1 vote

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  14. In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link

    1 vote

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  15. play video in presentation mode after the document is sent
    They like to send presentations with the video and content to their clients and review the document together while on a call.

    Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
    Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q

    4 votes

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  16. 1 vote

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  17. Option to setup the type for the signature by default (for example, draw). Now, when you sign the document and click on the signature field, Type (option to type your signature) is displayed first.

    1 vote

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  18. 1 vote

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