Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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

    3 votes

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

    3 votes

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

    3 votes

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  5. 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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  6. 2 signers will receive the document at the same time in signing order.

    3 votes

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  7. 3 votes

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

    3 votes

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

    3 votes

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  10. Ability to set conditional signers based on document value

    3 votes

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

    3 votes

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  12. 3 votes

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  13. When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.

    3 votes

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  14. 3 votes

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  15. 3 votes

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  16. 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…

    3 votes

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  17. 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

    3 votes

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  18. 3 votes

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  19. 3 votes

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

    3 votes

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