Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Customize the text in reminder message

    78 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.

    66 votes

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

    59 votes

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  4. Presentation mode.
    Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.

    35 votes

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  5. Edit/customize text in all email notifications

    23 votes

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

    23 votes

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  7. 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

    19 votes

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  8. 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.

    19 votes

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

    18 votes

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  10. 17 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.

    14 votes

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  11. 13 votes

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  12. Save PDF with the unmasked fields.

    11 votes

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

    11 votes

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  14. 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”?

    11 votes

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  15. 10 votes

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  16. 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

    10 votes

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

    8 votes

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  18. Ability to remove "Document Sent" email notification for cc'd recipients.

    8 votes

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