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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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226 results found

  1. I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.

    1 vote

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  2. 1 vote

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  3. Disable Request review notification

    1 vote

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  4. The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
    For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.

    1 vote

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  5. Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.

    Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.

    Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document

    1 vote

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  6. 1 vote

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  7. Have the ability to type information and add cells to the table if needed, but not be able to delete the table itself.

    1 vote

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  8. In-person signing support document rejection (for now you can only sign).

    1 vote

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  9. Have CC'd see all e-mail addresses the document was sent to, including the signer

    1 vote

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  10. Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.

    1 vote

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  11. 1 vote

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  12. It would be great if we had a way to resend a completed document without downloading and emailing separately the PDF if the recipients don't receive it.

    1 vote

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  13. Have the ability to hide or remove the document value from the recipient

    1 vote

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  14. 1 vote

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  15. When a recipient is filling out their e-mail address, they will inadvertently put a space at the beginning or end, which shows the field still needing to be filled in

    1 vote

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  16. Have the option to only send reminders when document is in sent status, and stop when the recipient opens it for the first time.

    1 vote

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  17. Option to view details of when emails was sent with copies of fully signed documents

    • Will allow the user to view the details of when emails was sent with copies of fully signed documents on the Audit trail.
    1 vote

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  18. When a customer signs a document, id like an email to go out to my team with certain information from the document.

    1 vote

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  19. Allow us to send via our own domains via domain verification (DKIM, SPF and such).

    The recipient experience will be greater and they will feel more secure in opening it.

    1 vote

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  20. To have the ability to edit a completed document from the recipients view.

    1 vote

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