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 option that blocks the possibility to change the signature from the client's side and signs the document as the contact is mentioned.

    4 votes

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  3. For some of our customers it is important that our PDFs (or even documents/web site pages) become ADA compliant

    4 votes

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  4. 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…

    4 votes

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  5. 4 votes

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  6. My client does not have an email address. Is there any way I can send her a link for her to sign?

    4 votes

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  7. 4 votes

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  8. 4 votes

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  9. 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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  10. So when you are CC'd into a document, it looks like you have been sent it to do something with it. It is only when you open it there is nothing for you to do
    In the email it doesn't say that you as the CC'd person are being copied in. Just a different body email for CC'd recipients would suffice.

    4 votes

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  11. Email signature block.

    4 votes

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  12. option to have a widescreen (16x9) view option to fill screen in presentation mode

    3 votes

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  13. Ability to send a doc completion notification to all signers/recipients when one of the recipients completes a document.

    3 votes

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  14. 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!

    3 votes

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  15. option for a recipient to sign a document first, then to make their payment when all recipients complete and sign the document.

    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. 3 votes

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  18. Re-orient "required" tag for fields so it doesn't overlap text on doc

    3 votes

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

    3 votes

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  20. 3 votes

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