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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 1 vote

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    • Once the 1st signer signed the 2nd signer will be required to sign.
    1 vote

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  2. 1 vote

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  3. Prevent signers from seeing completed docs

    1 vote

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  4. have each signature individually drawn out rather than just one signature that is applies to each signature line

    1 vote

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  5. Ability to choose not to show last name of the sender when sending documents.

    1 vote

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  6. I have a customer that is sending multiple bulk-send. Because of the delivery he sometimes needs to send links to the recipients manually.
    Therefore, it would be nice to have a report that will include recipients URLs that he and his team can easily get access to.

    1 vote

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  7. Send pre-signed PDF to the customer when you send the document

    1 vote

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  8. 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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  9. 1 vote

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  10. Disable Request review notification

    1 vote

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  11. 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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  12. 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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  13. 1 vote

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

    1 vote

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

    1 vote

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  17. 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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  18. 1 vote

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  19. 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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