Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. change color of font on recipients end for filling in fields

    3 votes

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  2. 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.

    3 votes

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

    3 votes

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

    2 votes

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  5. I often find in a deal cycle several people within a company will want just general access to the proposal, without necessarily being the signer. It would be awesome to have some sort of "General Sharing Link" where they could have a button to assign the signer when ready (maybe even restricted to a certain domain?)

    I generally prefer to share links, as it's typically easier to thread into an email conversation with multiple parties. I could also just be missing out on functionality that allows this- let me know if so!

    2 votes

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  6. 2 signers will receive the document at the same time in signing order.

    2 votes

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  7. 2 votes

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  8. 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.

    2 votes

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  9. I would like the recipient reply more than one emails when replying notification email.

    2 votes

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  10. 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.

    2 votes

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  11. seeing the names of the categories on the left panel when hover over them

    2 votes

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  12. 2 votes

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  13. Partially complete/fill in fields on a document and then send it to someone else to complete the rest of the document.

    2 votes

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  14. 2 votes

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  15. The ability for the recipients to edit variables.

    2 votes

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  16. 2 votes

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  17. The option to draw in PandaDoc from the recipient's side.

    2 votes

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  18. Previous to working with you, our team spoke to Tameeka regarding some features that would be ideal for our current setup. The feature we mentioned was having a date signed preset that would recognize the date of signing instead of having the date being entered manually. It would be ideal for our templates that require multiple dates, attached is an example of this. The current form duplicated twice in our Orientation packets does consume a great deal of time from our onboarding process and a feature with an auto generated date signed would benefit us greatly. We wanted to know…

    2 votes

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  19. 2 votes

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  20. 2 votes

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