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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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220 results found

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

    72 votes

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    Hi there! Thank you so much for submitting an idea – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

  2. Like in professional emails

    55 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  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.

    43 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. 36 votes

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  5. 35 votes

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  6. Hide some pages from one of the signers

    31 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.

    31 votes

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  8. Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    25 votes

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  9. 19 votes

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  10. In-person signing without email - for the senior care facilities where those signing do not have an email address

    17 votes

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  11. 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.

    16 votes

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  12. 16 votes

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  13. download the finished document along with the comments

    15 votes

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

    13 votes

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  15. 13 votes

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  16. Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    12 votes

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  17. Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    12 votes

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  18. Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    11 votes

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  19. When entering an email address incorrectly, the user should be able to make a change to the Contact in the Contacts area, and it should allow for that email address to correct for the Recipient in a live or open document. Currently, it does not make that change, which results in the user needing to a.) Add another recipient, changing signer status to the new recipient, and deleting the incorrect recipient, or b.) starting over with a new document if A fails, which it currently is with a bug in the system.

    10 votes

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  20. 10 votes

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