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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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235 results found

  1. Why do we allow documents to be “signed” and completed when the signature field is populated with an email address? This happens when the email address is added for the recipient, but there is no first and last name entered. The document isn’t legally binding and has to be resent. It would be ideal if when there’s no first and last name saved the signature field is blank rather than auto-populating the email address. Alternatively, PandaDoc could prompt for the recipient name before the document can be sent.

    2 votes

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  2. 2 votes

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  3. 2 votes

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  4. 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.

    2 votes

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  5. Ability to resend a document to a specific email address that was changed/corrected in contacts instead of re-sending it to all of the recipients and having them sign again.

    2 votes

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  6. 2 votes

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  7. In case the document was sent with an incorrect contact information (first name or last name of the signatory), the signatory needs to have an option to verify their first and last name when they receive the document and be able to change it before signing the document, in case of a typo.

    2 votes

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  8. 2 votes

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  9. 2 votes

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  10. 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.

    2 votes

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  11. Edit the email of the sent document then auto resend it after it was changed

    2 votes

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  12. 2 votes

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  13. 2 votes

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  14. Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.

    2 votes

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  15. 2 votes

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  16. Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).

    2 votes

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  17. I would like a first page to appear. And if there is no click at the end of the first page, the client signs and doesn't see the rest of the document. Whereas if the client clicks, then all other pages pull up and the whole document appears

    2 votes

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  18. If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.

    2 votes

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  19. 2 votes

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  20. If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order

    2 votes

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