102 results found
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Set client's default email subject (automatic subject)
Set client's default email subject (instead of X has sent you the document).
102 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Disable Download/Print PDF option for recipient
Make unavailable the ability to download the pdf version of incomplete document for the recipient.
101 votes -
Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
97 votes -
67 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
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Payment required to complete the document
Add the ability to make payment mandatory for a certain document or template: so there will be no option to skip it and complete the document without making a payment.
67 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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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 -
Hide some pages from one of the signers / recipients
Hide some pages from one of the signers
53 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Option to have a recipient to sign the document and forward it to another signer with saved field values
Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.
51 votesHi. 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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Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field
Pop-ups when client is hovering over some parts of the document.
40 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video: -
[Comments] Include comments in the downloaded doc
download the finished document along with the comments
29 votes -
29 votes
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Email formatting
Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.
26 votes -
Restrict the ability to download uncompleted document [Workaround in comments]
Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
Then, when the document is complete, they can download it.I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.
This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.
24 votesValeryia Baranava responded
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In-person signing without email
In-person signing without email - for the senior care facilities where those signing do not have an email address
22 votesHi there 👋
I'm happy to inform you that we've introduced the ability to sign documents in person, even if the recipient doesn't have an email address. The host's name and email will now be displayed alongside the in-person signer's information in the signing certificate.
If you have any questions, please feel free to reach out.
Igor | Product Team
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Option to disable notification to recipients after document got completed
- Will allow the sender to disable notification once the document got completed
21 votes -
Option for the sender to resend the document to the recipient who did not recieve the document
Option for the sender to resend the document to the recipient who did not recieve the document or unable to sign it during the document is sent on multiple recipient.
21 votes -
21 votes
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send emails from the Company name
Ability to send documents from the Company name. So when recipient open messenger he/she will see that it was sent from the company, not from user's name
21 votes -
Presentation Option: Powerpoint slideshow mode (no scroll)
Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.
18 votes -
Phone number verification
A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.
17 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.
Have a wonderful day!
