Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to redirect a recipient to a custom URL when they complete a document.

    159 votes

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  2. Set client's default email subject (instead of X has sent you the document).

    41 votes

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  3. Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    29 votes

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  4. Like in professional emails

    26 votes

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  5. ability to disable chat option in a document

    21 votes

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  6. 17 votes

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  7. Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    17 votes

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  8. A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.

    15 votes

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  9. Ability to set conditional signers based on document value

    13 votes

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  10. Pop-ups when client is hovering over some parts of the document.

    13 votes

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  11. 11 votes

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  12. Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    9 votes

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  13. Ability to zoom in and out without breaking the format on all devices (web and mobile)
    Signature Pop-Ups on mobile (currently it breaks the formatting)
    Increase Font Size

    9 votes

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  14. 9 votes

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  15. Need the ability to add multiple roles when using the template embed. This is possible using custom API to Document Embed, but when (prospective) customers don't have someone to create & manage the API, the lack of having the ability to add multiple roles becomes a blocker.

    8 votes

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  16. 8 votes

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  17. The document should be auto-signed by 2nd signer is the 1st signer has completd it
    FOr example, we need our team to sign an employee handbook and our HR person needs to counter sign. The HR person will need to sign 50 of them

    7 votes

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  18. 7 votes

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  19. The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    7 votes

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  20. Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).

    7 votes

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