Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Client would like the option to create a contact without an email. Some of their clients do not have emails

    6 votes

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  2. 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…

    6 votes

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  3. 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

    6 votes

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  4. 6 votes

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  5. download the finished document along with the comments

    6 votes

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  6. The client would like to download completed document to Docx with signatures and certificate.

    6 votes

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  7. When you have signers, there is currently a place in the "Manage" section to toggle in order to attach a PDF directly to the email, instead of having to go back into the document in order to download a completed copy. This makes things easy when you're trying to complete other tasks.

    By making this the default or giving users the option to set it as default, this would increase efficiency for all.

    5 votes

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  8. Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.

    5 votes

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  9. ability to remove the privacy disclaimer when signer is signing the document

    5 votes

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  10. the blurred background is a default IRS forms instead that it will preview or blur their own forms

    5 votes

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  11. When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.

    5 votes

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  12. 5 votes

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  13. Ability to create HTML email templates and footers for document delivery.

    5 votes

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  14. Email signature block.

    5 votes

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  15. 4 votes

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  16. Would like to have the ability to add W-9 and Banking instructions to a completed document.

    4 votes

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  17. A one-click sign all button

    4 votes

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  18. In-person signing without email - for the senior care facilities where those signing do not have an email address

    4 votes

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  19. Decline part of the document

    4 votes

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  20. Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile

    4 votes

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