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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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10 results found

  1. Disable Download/Print PDF option for recipient

    Make unavailable the ability to download the pdf version of incomplete document for the recipient.

    101 votes

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    Released  ·  14 comments  ·  Recipient Experience  ·  Admin →
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  2. Presentation mode

    Presentation mode.
    Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.

    63 votes

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    Released  ·  7 comments  ·  Recipient Experience  ·  Admin →
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  3. In-person signing for Editor 2.0

    29 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  4. Phone number verification

    A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.

    17 votes

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    1 comment  ·  Recipient Experience  ·  Admin →
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  5. Partial signing order: select a signing order and have non-signing order recipients, who can sign without holding up the order list.

    Would like for there to be a capability to have a certain set of individuals in a signing order, but also be able to have recipients who are not listed on the signing order aka can sign without holding up the order list.

    12 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  6. Set "Attach a PDF to email" as default

    When you have signers, there is currently a place in the "Manage" section to toggle in order to attach a PDF directly to the email, instead of having to go back into the document in order to download a completed copy. This makes things easy when you're trying to complete other tasks.

    By making this the default or giving users the option to set it as default, this would increase efficiency for all.

    5 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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    Released  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

    You can set the default to attach a PDF to a completed document notification in Settings > Settings > Email attachment. 


    Check the box that says: 

    Attach a PDF of the completed document to email. 


    When a document is completed, recipients will receive an automated email with a PDF copy of the document attached. 


    You can learn more here: 

    https://support.pandadoc.com/hc/en-us/articles/360026361793#:~:text=Enable%20for%20all%20new%20templates%20and%20documents 

  7. Presentation mode - widescreen

    option to have a widescreen (16x9) view option to fill screen in presentation mode

    3 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hello there,


    Thank you for your feature request submitted to PandaDoc! We do appreciate it! 


    Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/1500010809981--Editor-2-0-Presentation-mode


    Have a wonderful day! 


    Sincerely,


    Valeryia Baranava

    Product Operations, PandaDoc


  8. Uploaded signature for the Editor 2.0

    3 votes

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    Released  ·  1 comment  ·  Recipient Experience  ·  Admin →
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  9. Handwritten signature instead of the regular one offered.

    Recipient should be able to create a handwritten signature instead of the regular one offered.

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  10. Ability to remove the "you can sign up too" after a document is signed by a client

    1 vote

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