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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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42 results found

  1. Ability to BCC (Blind CC) recipients on a document so others cannot see that they are CC'd

    131 votes

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  2. 24 votes

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    Idea  ·  2 comments  ·  Esign & Notary  ·  Admin →
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  3. provide csv or report of bulk send recipients that havent signed. this will help with resending to users that havent signed

    12 votes

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    Idea  ·  1 comment  ·  Esign & Notary  ·  Admin →
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  4. send doc bundles to different recipients:
    Ability to send the first document to one signer/signers and then second one to others, etc
    So you will be able to specify which of the document in bundles should be recieved by specific people. Also, signing order should work - once a document is completed by specifc parties - send another doc from bundle to others from the second doc and so on

    11 votes

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  5. Would love to see the ability to use ID proofing feature with e-signatures (don't need a notary).

    9 votes

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  6. 7 votes

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  7. PandaDoc Notary via PandaDoc mobile app

    6 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. 5 votes

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  9. Increase number of documents uploaded at one time in PandaDoc Notary. Instead of 10, maybe 20.

    4 votes

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  10. Currently we pre-sign with a .PNG signature before sending it out to many signers, but the document certification only shows one of the signers at the end. It would be incredibly helpful to be able to generate the document and be able to add a legal pre-signature so both signers appear in the certification.

    3 votes

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  11. Ability for the notary session to have an option to see your client's screen to know the specific page they're on and the buttons they are clicking.

    Need the sessions to be able to have the option to add a customizable title to the session and need to have a list of each document that will be included in the session based on what I title each PDF.

    Have a chronological pattern in which document should be accomplish first

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  12. Ability to have a notary notification settings

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  13. Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.

    3 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  14. text to voice features for people with disabilities in Notary

    3 votes

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  15. Option in notary dashboard to switch between on demand and bring your own notary sessions. Currently have to manage this via separate workspaces and emails which is challenging but needed as their users while sometimes doing BYON, also on occasion need to launch an on demand session.

    2 votes

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  16. When using variables in the template name it can make it difficult to know which template to use especially if the name is only a string of variables. It would be helpful to be able to name the template one thing but still have the document name populated with the variables.

    2 votes

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  17. If text field width is not long enough to enter required data when using field validation, allow that field to scroll to enter full data but not resize text box due to limited space on form.

    2 votes

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  18. One Click Sending. When creating a new document from a template, it would be nice to have the option to send from the add recipients screen rather than having to click continue, open the document in PandaDoc, and then click the send button.

    2 votes

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  19. PandaDoc notary option in Germany

    2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  20. 2 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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