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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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36 results found

  1. Become PSRE compliant

    1 vote

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  2. Add signatures to notarized documents after the session has been completed

    2 votes

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  3. When we upload a file that is editable for some reason when uploaded the information gets wiped out instead of being flattened with the info and ready for e-sign. : )

    1 vote

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  4. An archive or the feature that will save videos/recordings even when a Notary Session has been terminated.

    2 votes

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  5. Option to use recipient groups when sending documents via bulk send

    1 vote

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  6. I would like to be able to reschedule an already scheduled notary session. For example, I have clients that are scheduled for 2:00 today, but they need to change it to 3:30 - I don't want to have to cancel the session an re-send the link and re-upload all docs.

    2 votes

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  7. Option to have PandaDoc Notary in Canada

    1 vote

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  8. Use Saved Messages when sending invites for Notary Sessions

    1 vote

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  9. Ability for the notary session to have an option to see your client's screen to know the specific page they're on and the buttons they are clicking.

    Need the sessions to be able to have the option to add a customizable title to the session and need to have a list of each document that will be included in the session based on what I title each PDF.

    Have a chronological pattern in which document should be accomplish first

    3 votes

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  10. Would love to see the ability to use ID proofing feature with e-signatures (don't need a notary).

    9 votes

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  11. Ability to have a notary notification settings

    3 votes

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  12. 2 votes

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  13. Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.

    3 votes

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  14. Is it possible to have an auto scroll feature that would give the notary/presenter to control what documents the borrower/client/recipient are viewing? This would make it easier to go through a document package so that the recipient is on the exact same page as the notary/presenter versus telling them where they should be.

    2 votes

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  15. Make our notary journal available for uploads to have all documents and files from any jobs done on panda or elsewhere in one place. Also to upload docs button to add to the file. And make it available on mobile devices as well.

    1 vote

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  16. when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?

    1 vote

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  17. can you create a chat box where the signers who are in the middle of a notary session can chat with each other in case they have a question or want to let them know some thing important while conducting the notary session

    1 vote

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  18. option to modify or delete commission number in Notary Stamp

    1 vote

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  19. PandaDoc Notary via PandaDoc mobile app

    4 votes

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  20. text to voice features for people with disabilities in Notary

    3 votes

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