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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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37 results found

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

    121 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

    10 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).

    8 votes

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  6. 7 votes

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  7. PandaDoc Notary via PandaDoc mobile app

    4 votes

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

    4 votes

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  9. 4 votes

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  10. 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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  11. Ability to have a notary notification settings

    3 votes

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  12. 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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  13. text to voice features for people with disabilities in Notary

    3 votes

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  14. Add signatures to notarized documents after the session has been completed

    2 votes

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  15. An archive or the feature that will save videos/recordings even when a Notary Session has been terminated.

    2 votes

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  16. I would like to be able to reschedule an already scheduled notary session. For example, I have clients that are scheduled for 2:00 today, but they need to change it to 3:30 - I don't want to have to cancel the session an re-send the link and re-upload all docs.

    2 votes

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  17. 2 votes

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  18. Is it possible to have an auto scroll feature that would give the notary/presenter to control what documents the borrower/client/recipient are viewing? This would make it easier to go through a document package so that the recipient is on the exact same page as the notary/presenter versus telling them where they should be.

    2 votes

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  19. The PandaDoc Notary Journal is not within Indiana state standards. Is there away you can make the journal so that this information can be added?

    This is from the Indiana Notary Guide:

    For each remote notarial act, you must enter the following information in your electronic journal:
    • The date and time of the remote notarization
    • The type of remote notarial act (acknowledgment, oath or affirmation, verification on oath or affirmation, signature witnessing, copy certification, etc.)
    • The title or description of the electronic record (document) notarized
    • The full name of the principal
    • A description of how…

    2 votes

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  20. 2 votes

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