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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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226 results found

  1. Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
    It'd be great to have suggest edits be more intuitive and obvious for a recipient.

    2 votes

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  2. Radio buttons are very useful, it would be even better if we could choose their format.

    Specifically I would like to be able to select if Radio Buttons are:

    • Circles
    • Squares
    • Xs
    • Checks

    One example is section 3 of a W-9, a document that is widely used in Pandadoc. This is the perfect use case for Radio Buttons since the recipient should only select one option. However, W-9s have square boxes usually meant to be checked. A filled in circle works well, a check would be better.

    2 votes

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  3. A feature that would allow recipients to view one page at a time instead of scrolling (document slide view).

    2 votes

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  4. Ability to resend a document to a specific email address that was changed/corrected in contacts instead of re-sending it to all of the recipients and having them sign again.

    2 votes

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  5. For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.

    2 votes

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  6. 2 votes

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  7. 2 votes

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  8. In case the document was sent with an incorrect contact information (first name or last name of the signatory), the signatory needs to have an option to verify their first and last name when they receive the document and be able to change it before signing the document, in case of a typo.

    2 votes

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  9. Resolve issues that result in emails to our clients getting blocked or going to spam

    2 votes

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  10. 2 votes

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    • Will allow the user to mask the main email by email Aliases.
    2 votes

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  11. Make default auto-reminders every 3 days, like in docusing.

    While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .

    Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.

    2 votes

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  12. Edit the email of the sent document then auto resend it after it was changed

    2 votes

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  13. 2 votes

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  14. Be able to remove the "Powered by PandaDoc" branding in recipient experience

    2 votes

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  15. 2 votes

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  16. Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    2 votes

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  17. 2 votes

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  18. Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).

    2 votes

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  19. 2 votes

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