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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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225 results found

  1. Option to setup the type for the signature by default (for example, draw). Now, when you sign the document and click on the signature field, Type (option to type your signature) is displayed first.

    6 votes

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

    6 votes

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

    6 votes

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  5. 6 votes

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  6. 6 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.

    6 votes

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  8. Email signature block.

    6 votes

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  9. I would like to have a customer be able to optionally make a payment from a completed document, but not require it ever time.

    Our use case is that I'm going to have a whole package that we'll send a customer once we've reached the right point in the process. It will have a Welcome letter, a Non-disclosure agreement, a copy of our W9, and an invoice for the service we are about to provide.

    Today, our payment options are them sending a check, or I'll give them bank account details they can send to via ACH. Eventually, I'd like…

    5 votes

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  10. For example, a PDF is uploaded into PandaDoc with hyperlinks. I can click on the hyperlinks in the editor. Once the document is sent, the recipient is not able to click on the hyperlinks unless a PDF of the sent document is downloaded.

    5 votes

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  11. play video in presentation mode after the document is sent
    They like to send presentations with the video and content to their clients and review the document together while on a call.

    Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
    Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q

    5 votes

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

    5 votes

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

    5 votes

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

    5 votes

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

    5 votes

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  16. 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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  17. Decline part of the document

    5 votes

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  18. 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.

    5 votes

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  19. 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

    5 votes

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  20. Remove X sent you the document from the email.

    5 votes

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