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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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174 results found

  1. The client does not need such a feature as there is an option to disable analytics for the sender, which is not systematic

    9 votes

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  2. Hello,

    Is there a way to export/print a pdf with the bookmarks. Similar to Word, perhaps there's a feature where you can select "turn headers into bookmarks." For large proposals, bookmarks tend to work best over the TOC and provide a better experience for the recipient and a timesaver for us users who have to manually create them

    9 votes

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

    9 votes

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  4. Have one link to share a document with all recipients instead of generating a different one for each user

    8 votes

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  5. A one-click sign all button

    8 votes

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

    8 votes

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  7. User needs to see a document's version not only inside the Pandadoc but in downloaded PDF as well.

    8 votes

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  8. 7 votes

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  9. 7 votes

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  10. Document recipients seem to have a hard time using the signature forwarding option and either do it wrong or ask the sender to reassign to someone else. Wish there were an easier way for recipients to FWD signing rights to another person/signer.

    7 votes

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  11. hide the document sequence from the recipients, i.e. they should see the doc name only not the sequence.

    7 votes

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  12. average time spent per page that recipients spend on all documents created from 1 template

    7 votes

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

    7 votes

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  14. The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    7 votes

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  15. 7 votes

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  16. 7 votes

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  17. Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).

    7 votes

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  18. Option for the recipient to see if other signer has opened or viewed document

    6 votes

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  19. For example, if you have your own PandaDoc account and someone sent the document for signing (signing order is enabled, you are one of the recipients but the first recipient didn't sign the document), you can see this document in your Inbox.
    It would be great to see the status/notification/message "Document is waiting for another person's signature" for this document, so the user won't be confused that he is able to sign it (when the document wasn't signed by the first recipient in signing order).

    6 votes

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  20. Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    6 votes

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