Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.

    4 votes

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

    4 votes

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  3. 4 votes

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  4. 4 votes

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

    4 votes

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  6. When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    4 votes

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

    4 votes

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  8. Send the document to CC and give him the possibility to transfer the document to the first signer.

    4 votes

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  9. 3 votes

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  10. 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.

    3 votes

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  11. 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.

    3 votes

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  12. When entering an email address incorrectly, the user should be able to make a change to the Contact in the Contacts area, and it should allow for that email address to correct for the Recipient in a live or open document. Currently, it does not make that change, which results in the user needing to a.) Add another recipient, changing signer status to the new recipient, and deleting the incorrect recipient, or b.) starting over with a new document if A fails, which it currently is with a bug in the system.

    3 votes

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

    3 votes

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  14. Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.

    3 votes

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

    3 votes

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  16. 2 signers will receive the document at the same time in signing order.

    3 votes

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  17. Allow the person to sign the document and then forward it to another person to sign saving the signature field and the fields signed on the first signer.

    3 votes

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  18. Client would like the option to save custom colors within pandadoc

    3 votes

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  19. 3 votes

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  20. 3 votes

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