Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Customize the text in reminder message

    112 votes

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  2. Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.

    109 votes

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  3. Make unavailable the ability to download the pdf version of incomplete document for the recipient.

    95 votes

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  4. Edit/customize text in all email notifications

    32 votes

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  5. Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.

    Client: trenton@greenprintcorp.com

    31 votes

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  6. Ability to choose/turn off which email notifications the recipients/Signers will receive.

    30 votes

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  7. 29 votes

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

    29 votes

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  9. An email notification that is sent when a document is about to expire.

    27 votes

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  10. Customize the Forms pop-up message that is visible when accessing a form from a website.

    26 votes

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  11. Authenticate recipient before showing document content.
    For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.

    22 votes

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  12. when fill in a document with optional fields the arrow should point all the fields (required and optional)

    18 votes

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  13. Documents via link sharing should only be accessible to the intended recipient.

    17 votes

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  14. Save PDF with the unmasked fields.

    16 votes

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  15. Recipients often do not notice the Finish button after signing docs.

    16 votes

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  16. 16 votes

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    • Block the fields from the recipients so they are not able to put text in.
    • Ability to change design of the embedded template popup
    16 votes

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    • Add the ability to set different from black signature color.
    15 votes

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  17. When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
    Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?

    14 votes

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  18. There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.

    Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient

    14 votes

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