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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. I went to download a document from Pandadoc and when i did all of the documents were called the same thing, is there a way to change that? Also, is there a way to print double sided?

    1 vote

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  2. In many workflows, at least one signer is always required (e.g., a company representative fills out information before the document goes to customers for signing). However, the number of customer signers can vary - sometimes there is only one, and other times there are two.

    Currently, if we mark Signer 2 as required, it creates a problem when there is no second signer. If we leave Signer 2 optional, the signature is not enforced when a second signer is present.

    Requested Behavior:
    - Signer 1 should always be required.
    - Signer 2 should be conditionally required:

    If a second signer…

    2 votes

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  3. 1 vote

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  4. 2 votes

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  5. iFrame is soon to be deprecated, but some clients still need it

    2 votes

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  6. Currently, you are unable to see who created a report and when it was created.

    1 vote

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  7. The page break isn't accurate. When you download the document to a PDF, the page doesn't brake where it says in editing mode.

    2 votes

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  8. Comment from the customer:
    I'm wondering, following your example, if we send the documento be signed by "Anna K", but later on the shown ID is from other person (Verified name) which is nothing related to Anna K, is there a way to detect that automatically? In other words, basically, that expected name and verified name are different

    2 votes

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  9. We’re currently using Stripe as our payment gateway for proposals sent through PandaDoc.

    At the moment, we don’t want to show credit card surcharges on the proposal itself (in the pricing table), but we still need to charge this fee when a client pays via card.

    Is it possible to edit or adjust the Stripe payment amount after the document is sent but before the funds settle, so we can apply the surcharge on the backend instead?

    Or is there a recommended way to apply a Stripe surcharge without including it visibly in the proposal pricing? Stripe says they do…

    2 votes

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  10. Some documents—like HR or legal paperwork—may contain sensitive information that shouldn’t be visible to all parties. This request is for a feature that allows users to configure "FYI-only" notifications upon document completion. These recipients would receive a notification that a document has been completed, but would not be granted access to the document contents or record.

    2 votes

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  11. We want to be able to show our customers on the product pages on our websites that these clients have been "identity verified" with PandaDoc. Ability to use a "PandaDoc verified" badge on product pages on our websites.

    2 votes

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  12. Ability to select the type of documents displayed in the actions required section.

    1 vote

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  13. Address limitation where only the main item with the total price is reflected in HubSpot line-items

    2 votes

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  14. 2 votes

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  15. Disable the share via a link feature for the specific document

    2 votes

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  16. Like a way to redact sensitive information from PandaDoc documents before sharing with lenders, either by editing the PDF or receiving a redacted version.

    2 votes

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  17. When you log in via email alias, it's detected as a new account/user, which is not ideal.

    2 votes

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  18. Option to Disable Payment Reminders for Individual Documents.

    5 votes

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  19. Ability to configure data fields as mandatory, ensuring that users are required to fill in specific data fields when creating a document.

    2 votes

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  20. Ability to adjust the emails footer text based on the recipient's language.

    2 votes

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