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Personalized video greeting
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 -
More than two letters as Initials
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 -
4 votes
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4 votes
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Disable Finish Button
Disable Finish option (when completing the document).
4 votes -
Document Forwarding Checkbox
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 -
Version history: Display version of edited document in downloaded PDF
User needs to see a document's version bot only inside the Pandadoc but in downloaded PDF as well.
4 votes -
Sending the document to CC without sending it to the first signer
Send the document to CC and give him the possibility to transfer the document to the first signer.
4 votes -
3 votes
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Restrict the ability to download uncompleted document
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 -
Improve signature forwarding
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 -
Contact change will change a recipient email in a live document.
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 -
Powerpoint slideshow mode (no scroll)
Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.
3 votes -
Recipient Feedback
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 -
Ability to send doc to unknown signatories
Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)
3 votes -
2 signers will receive the document at the same time in signing order
2 signers will receive the document at the same time in signing order.
3 votes -
Document signature forwarding
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 -
Save Custom Colors within PandaDoc
Client would like the option to save custom colors within pandadoc
3 votes -
3 votes
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3 votes
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