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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Currently, I have to maintain two versions of each contract template to accommodate situations where a second signer is required. While other platforms I’ve used allow me to simply add a second signatory, which automatically generates a second set of initials and signature fields, PandaDoc requires me to manually add and position each box for the second signer which takes too long.

    This process is not only time-consuming but also cumbersome, as it forces me to duplicate every contract template to create a version for two signatories. Managing and selecting the correct template becomes unnecessarily complicated with twice as many…

    1 vote

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  2. Option to have PDF attachments of bundled documents sorted in same order as they are in the bundle. Currently they are sorted alphabetically.

    1 vote

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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!

  3. Allow users to view the SMS opt-in and opt-out status of contacts directly within the PandaDoc platform

    1 vote

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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!

  4. Currently only 2 phone options: US or International
    Some applications that we integrate template feedback with require that we have no preliminary "+" symbol for telephone and fax fields. This would appear to be a simple and quick update.

    1 vote

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  5. Option to have PandaDoc Notary in Canada

    1 vote

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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!

  6. Use Saved Messages when sending invites for Notary Sessions

    1 vote

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  7. when an employee clicks a form link, allow for the recipient fields to have a drop down of who that specific role could go to. For example, we have a signing order set on a form, and for one of the roles, it needs to go to who their boss reports to for our board of directors. Could their be a drop down with the board of directors to select from when they are filling out the information on recipients for a form?

    1 vote

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  8. option to modify or delete commission number in Notary Stamp

    1 vote

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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!

  9. 1 vote

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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!

  10. 1 vote

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  11. 1 vote

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    We’ll send you updates on this idea

    Idea  ·  0 comments  ·  Esign & Notary  ·  Admin →
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