Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Drop-down field with the possibility of selecting several options.

    6 votes

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

    6 votes

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  3. The client would like to download completed document to Docx with signatures and certificate.

    6 votes

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  4. The document should be auto-signed by 2nd signer is the 1st signer has completd it
    FOr example, we need our team to sign an employee handbook and our HR person needs to counter sign. The HR person will need to sign 50 of them

    5 votes

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  5. It would be great to be able set up a personalised message for each client about their upcoming renewal in a similar way to the message that you can set up when you send a document. It would make the customer's comms and experience better and encourage a renewal action.

    Perhaps an addition to this area?

    5 votes

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

    5 votes

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  7. Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    5 votes

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  8. Remove fields borders and set slight light when you are hovering over the field (as in pdf fillable forms)

    5 votes

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

    5 votes

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  10. Is there a way to see all recipients in my email... as part of the email that comes from you guys?

    5 votes

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  11. Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    5 votes

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  12. download the finished document along with the comments

    5 votes

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  13. 5 votes

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  14. 5 votes

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  15. 5 votes

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  16. A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.

    4 votes

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

    4 votes

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  18. Ability to set conditional signers based on document value

    4 votes

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

    4 votes

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  20. Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile

    4 votes

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