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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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176 results found

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

    229 votes

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

    54 votes

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  3. Like in professional emails

    43 votes

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  4. 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.

    33 votes

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

    25 votes

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  6. 25 votes

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  7. 17 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.

    15 votes

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  9. Hide some pages from one of the signers

    13 votes

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

    11 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.

    10 votes

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

    9 votes

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  14. Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left

    8 votes

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  15. Previous to working with you, our team spoke to Tameeka regarding some features that would be ideal for our current setup. The feature we mentioned was having a date signed preset that would recognize the date of signing instead of having the date being entered manually. It would be ideal for our templates that require multiple dates, attached is an example of this. The current form duplicated twice in our Orientation packets does consume a great deal of time from our onboarding process and a feature with an auto generated date signed would benefit us greatly. We wanted to know…

    8 votes

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  16. 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

    8 votes

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  17. 8 votes

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  18. download the finished document along with the comments

    8 votes

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  19. 8 votes

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  20. 7 votes

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