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'Option to preview the document from the recipient's perspective before sending' has been merged into this idea

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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Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded  · 

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!

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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.