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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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191 results found

  1. Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?

    5 votes

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  2. When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.

    Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.

    5 votes

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  3. Would like the ability to manage recipient groups from the Contacts tab rather than having to dive into a document. Something like the attached.

    4 votes

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  4. Radio buttons are very useful, it would be even better if we could choose their format.

    Specifically I would like to be able to select if Radio Buttons are:

    • Circles
    • Squares
    • Xs
    • Checks

    One example is section 3 of a W-9, a document that is widely used in Pandadoc. This is the perfect use case for Radio Buttons since the recipient should only select one option. However, W-9s have square boxes usually meant to be checked. A filled in circle works well, a check would be better.

    4 votes

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  5. The ability to insert an NDA for the document. The NDA would be displayed before the recipient accesses the document and would also prompt the recipient to sign it first.

    4 votes

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  6. 4 votes

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  7. The customer has to re-upload their signature every time they sign a document sent to them by another PandaDoc user. They would like to have their saved signature available when signing as a document recipient.

    4 votes

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  8. Be able to remove the "Powered by PandaDoc" branding in recipient experience

    4 votes

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  9. 4 votes

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  10. click on the images and see them full screen

    4 votes

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  11. Download the the embedded template before signing.

    4 votes

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  12. 4 votes

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  13. The recipient view displays the total number of required fields in the document, regardless of whether they have already been populated. For example, if a document contains 20 required fields and 18 are pre-filled via the API, the counter still displays "20 fields required."

    Proposed Improvement: Update the counter to reflect only the incomplete required fields. In the scenario above, the UI should dynamically update to show "2 fields remaining."

    For customers who pre-populate the majority of their document data via API, the current counter is misleading and potentially impacts completion rates as recipients think they need to complete more…

    3 votes

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  14. Suggest edits on uploaded documents

    3 votes

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  15. Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
    It'd be great to have suggest edits be more intuitive and obvious for a recipient.

    3 votes

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  16. 3 votes

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  17. 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.

    3 votes

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  18. The option to have other page navigation options other than scrolling the pages.

    3 votes

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  19. 3 votes

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  20. An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.

    3 votes

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