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  1. send emails from the Company name

    21 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Sarah O'Connor commented  · 

    First Name = Mike
    Last Name = Duckworth
    Company (optional) = Go Home, LLC.

    [ X ] Send correspondence as Company
    - If checked, all communication to recipients will have Company Name in lieu of sender's First & Last Name

  2. Pre-sign template (or a Form): Fill in signature on template level

    272 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Sarah O'Connor commented  · 

    Pre-Sign template option so documents can be signed by the sender on the template level and save time.

  3. Multiple signers per signer field / 2 signatures per 1 email: ability to send a document to one email address but have two people sign it.

    296 votes

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    52 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

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    Sarah O'Connor commented  · 

    Sometimes a client may have multiple businesses, but may operate under the same email. It would be helpful to be able to create contacts with the same email address and name, but be able to change the business name and have it as a separate contact within PandaDoc