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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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86 results found

  1. Option for recipient to Approve or Decline the document from the email they receive

    Option for recipient to approve or decline the document from the email they receive

    11 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  2. notifications when emails are bounced/not delivered

    I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?

    11 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  3. HTML email templates

    Ability to create HTML email templates and footers for document delivery.

    11 votes

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  4. Option to disable notification for CC'd recipients

    Will allow the sender to disable notification send to CCed recipients

    10 votes

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  5. Hide document sequence on the recipients end

    hide the document sequence from the recipients email, i.e. they should see the doc name only not the sequence.

    10 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Option to add ID check at template level

    7 votes

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    2 comments  ·  Recipient Experience  ·  Admin →
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  7. Interchange between native PandaDoc redlining and Word redlining

    Have the ability during the redlining process to use PandaDoc in-app redlining or Word interchangeably. Right now, they have to choose either redline with PandaDoc or with Word from the beginning and stick to that for the entire redlining process for that document.

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  8. Add new recipient after the document has been sent

    Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  9. Allow recipients the ability to edit the document, potentially add extra documents, and send to an internal team for review before signing

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  10. Improve email deliverability and rate of emails going to spam

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

    7 votes

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  11. Allow first signer to add another recipient on the document to sign

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  12. Ability to pre-populate signature field with the client's signature so when they receive a document they only have to select their signature

    7 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  13. Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    Recipients should be able to edit an ordinary table./ fill out the columns inside the table

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  14. Save Custom Colors within PandaDoc

    Client would like the option to save custom colors within pandadoc

    7 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  15. remove decline option

    7 votes

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  16. Allow recipient to download as .docx

    Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.

    6 votes

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  17. The ability to get rid of the 'Report Spam' option that shows in the document sent email to the recipient.

    6 votes

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    3 comments  ·  Recipient Experience  ·  Admin →
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  18. option for biometric/fingerprint signature

    An option for the recipient's signature where they will be able to physically sign with their finger on the tablet or phone.

    6 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  19. Chat automatically open when document is opened

    Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.

    6 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  20. Ability to specify the type (number, text, price) for custom variables.

    Ability to specify the type (number, text, price) for custom variables so that, for example, if your custom variable has a 'Price' type, your value is formatted as an amount: 12250 >> 12,250.00

    5 votes

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