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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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223 results found

  1. 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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  2. 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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  3. 1 vote

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

    1 vote

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

    1 vote

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  7. 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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  8. 1 vote

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

    1 vote

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  11. 1 vote

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  12. 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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  13. 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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  14. 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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  15. 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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  16. 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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  17. To have the ability to edit a completed document from the recipients view.

    1 vote

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  18. 1 vote

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  19. In the document email, the whole button is not a link, only the words, Please make the whole "open document" button a link

    1 vote

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  20. 1 vote

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