Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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154 results found

  1. A one-click sign all button

    7 votes

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

    7 votes

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  3. 7 votes

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  4. 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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  5. Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    6 votes

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  6. 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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  7. 6 votes

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  8. 6 votes

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  9. 6 votes

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  10. Disable Finish option (when completing the document).

    6 votes

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  11. User needs to see a document's version bot only inside the Pandadoc but in downloaded PDF as well.

    6 votes

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  12. Email signature block.

    6 votes

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  13. 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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  14. Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    5 votes

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  15. 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.

    5 votes

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  16. Ability to change the name of the sender when the recipient receives the document

    5 votes

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

    5 votes

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

    5 votes

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  19. Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required

    5 votes

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

    5 votes

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