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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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177 results found

  1. 2 votes

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  2. ability to view a document like a book

    2 votes

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  3. Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed

    2 votes

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  4. 2 votes

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  5. The option that allows to open an additional page with the e-signature and then gets back to the document.

    Is there a way to setup a "Click Here To Agree" to the Terms Of Use paperwork that would open them up in a new Window, allow them to Scroll through to to bottom where it has the eSig, then when it's signed bring them back to the initial eSig document?

    2 votes

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  6. Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

    2 votes

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  7. 2 votes

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  8. 2 votes

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  9. Button accept before signing the document from the clients' side.

    2 votes

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  10. A signer can complete and fill in the documents first, and once the reviewer or approver has reviewed them, the agreement or document will be returned to the client for the official signing.

    1 vote

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  11. We have had a few potential customers who have requested confirmation that their contract was cancelled. Please add a status option to Void/Cancel a contract and notify the signer in question. This status is different than what is available (i.e. Declined, Expired, etc.).

    1 vote

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  12. White Label the SMS message to confirm a user's identity (recipient verification) to remove the PandaDoc logo.

    1 vote

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  13. It would be nice to have both the ability to simply disable the 'sign this quote' reminders for a particular quote that has been sent and also to temporarily pause the reminders for a particular amount of time if the customer gets annoyed or requests it to stop.

    The workarounds are not good enough.

    1 vote

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  14. Payment variables: system variables that will reflect the details of the payment setup configured on a document

    1 vote

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  15. 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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  16. 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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  17. 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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  18. Increase limit of 50 recipient

    1 vote

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  19. 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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  20. 1 vote

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