Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Set client's default email subject (instead of X has sent you the document).

    44 votes

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  2. Like in professional emails

    32 votes

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  3. Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.

    30 votes

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  4. ability to disable chat option in a document

    24 votes

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  5. Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.

    19 votes

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  6. 17 votes

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  7. Ability to set conditional signers based on document value

    15 votes

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  8. Pop-ups when client is hovering over some parts of the document.

    14 votes

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  9. 13 votes

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  10. Hide some pages from one of the signers

    12 votes

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  11. 11 votes

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  12. Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.

    9 votes

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  13. Ability to zoom in and out without breaking the format on all devices (web and mobile)
    Signature Pop-Ups on mobile (currently it breaks the formatting)
    Increase Font Size

    9 votes

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  14. Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name

    8 votes

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  15. The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).

    8 votes

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  16. 8 votes

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  17. The document should be auto-signed by 2nd signer is the 1st signer has completd it
    FOr example, we need our team to sign an employee handbook and our HR person needs to counter sign. The HR person will need to sign 50 of them

    7 votes

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  18. 7 votes

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  19. Previous to working with you, our team spoke to Tameeka regarding some features that would be ideal for our current setup. The feature we mentioned was having a date signed preset that would recognize the date of signing instead of having the date being entered manually. It would be ideal for our templates that require multiple dates, attached is an example of this. The current form duplicated twice in our Orientation packets does consume a great deal of time from our onboarding process and a feature with an auto generated date signed would benefit us greatly. We wanted to know…

    7 votes

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  20. download the finished document along with the comments

    7 votes

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