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Ideas to Improve PandaDoc: Content Editing & Design

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Preview document before sending

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Melissa Strahl shared this idea  ·   ·  Admin →
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  • Robert Petitto commented  · 

    This is CRUCIAL when using the API to create documents and allow the document to be previewed after the document has been drafted.

  • Charmyn Marchan commented  · 

    The option to have a preview link (instead of just the unique recipient link) to prevent documents from being marked as viewed.

  • Robert Petitto commented  · 

    This is CRITICAL. Right now I have to use the Download PDF API which takes 15 seconds or so end-to-end. It's a lousy user experience. PLEASE prioritize.

  • Robert Petitto commented  · 

    This is CRITICAL. Right now I have to use the Download PDF API which takes 15 seconds or so end-to-end. It's a lousy user experience. PLEASE prioritize.

  • Linda Fick commented  · 

    For a faster turn-around time for our clients and just general workflow within the team this would be essential.

  • Alexandra Warren commented  · 

    Really important to be able to view an agreement or any document you're making changes too before it's send to a customer.
    Hopeful this can be actioned soon.

  • Nicole Johnson commented  · 

    Would be very handy to see a customers-view of the contract before we send it to ensure everything is on brand and looking as it should in 'live-mode' before we click send. Also so we can share preview with others who aren't in PandaDocs to confirm the contract details before it gets sent to customers

  • Nikki Conradi commented  · 

    Would love to have this feature for easy viewing documents before they are finalised.

  • Sherwin John Mendoza commented  · 

    Customer would like to have the option to preview the document on how it will look like when their recipients receive it.

  • Moira Lavender commented  · 

    see what, exactly, the prospect is going to see prior to sending the document. This feature would also be helpful when using a CRM integration.