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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. We'd like the ability to add a customized disclaimer to proposals we send to our clients. For example, when they click the link to sign, they receive a pop-up on their screen with our disclaimer language, which requires them to "agree" to our terms before continuing with the document.

    1 vote

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  2. We utilize PandaDoc for several workflows and have received feedback across the institution that users would like to be able to send a document back to the previous step, rather than only being able to reject it and having it only alert the initiator that it was rejected...and then the initiator having to resubmit it to go through the entire workflow again.

    For example, our department staff initiate a workday document that is the sent to the faculty member, our faculty fill out their workdays, and then send it on to the dean. If the dean identifies items that need…

    1 vote

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  3. Once a recipient fully signs all their fields, the document will be "finished" for them (without the need to click on Finish button)

    1 vote

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  4. 1 vote

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  5. Prevent/ block recipients from screenshotting documents

    1 vote

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  6. Have the ability to edit the subject line when inviting a collaborator

    1 vote

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  7. Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
    Adding download and print icons to the top right

    1 vote

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  8. Allow the body of the email to be formatted for information only flyers. For things that don't need to be signed and returned, it would be easier to send those in the body of the email instead of requiring the recipient to click a link and be redirected.

    1 vote

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  9. Increase limit of 50 recipient

    1 vote

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  10. The ability to toggle document download option for recipients even after the document has been sent.

    1 vote

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  11. We have, from time to time, cases where larger customers have their own SRM tool and want to send us purchasing orders instead of signing our quotes in PandaDoc.

    Can we create an incoming mail address to which they can send these documents so that we have them directly stored in PandaDoc? We would like to use PandaDoc as our default tool to store (legal) documents.

    1 vote

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  12. 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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  13. 1 vote

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  14. Prevent signers from seeing completed docs

    1 vote

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

    1 vote

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

    1 vote

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  17. 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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  18. Disable Request review notification

    1 vote

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  19. 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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