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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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183 results found

  1. 35 votes

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  2. Hide some pages from one of the signers

    31 votes

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

    31 votes

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  4. Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    25 votes

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  5. 19 votes

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  6. In-person signing without email - for the senior care facilities where those signing do not have an email address

    17 votes

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  7. 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.

    16 votes

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  8. 16 votes

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  9. download the finished document along with the comments

    16 votes

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

    13 votes

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  11. 13 votes

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  12. Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
    Then, when the document is complete, they can download it.

    I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.

    This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.

    12 votes

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  13. Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    12 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

    11 votes

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  15. When entering an email address incorrectly, the user should be able to make a change to the Contact in the Contacts area, and it should allow for that email address to correct for the Recipient in a live or open document. Currently, it does not make that change, which results in the user needing to a.) Add another recipient, changing signer status to the new recipient, and deleting the incorrect recipient, or b.) starting over with a new document if A fails, which it currently is with a bug in the system.

    10 votes

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  16. 10 votes

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  17. Disable Finish option (when completing the document).

    10 votes

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  18. 9 votes

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  19. Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.

    9 votes

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  20. 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

    9 votes

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