227 results found
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Decline part of the document
Decline part of the document
5 votes -
Personalized video greeting
Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.
5 votes -
Document Forwarding Help Text (Change forward button text and make it more visible)
Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.
Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.
5 votes -
Document/signature forwarding is allowed to specific recipients
Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?
5 votes -
Document forwarding - Auto populate email recipient / contact for easy process
Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.
4 votes -
Allow recipient to download as .docx
Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.
4 votes -
Hide Sender's email in Document Notifications
Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.
4 votes -
Status/notification/message "Document is waiting for another person's signature" for the doc with signing order.
For example, if you have your own PandaDoc account and someone sent the document for signing (signing order is enabled, you are one of the recipients but the first recipient didn't sign the document), you can see this document in your Inbox.
It would be great to see the status/notification/message "Document is waiting for another person's signature" for this document, so the user won't be confused that he is able to sign it (when the document wasn't signed by the first recipient in signing order).4 votes -
Default Signature for PandaDoc Users' Signing as a Recipient on a document sent to them by another PandaDoc user.
The customer has to re-upload their signature every time they sign a document sent to them by another PandaDoc user. They would like to have their saved signature available when signing as a document recipient.
4 votes -
4 votes
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Prepopulate phone number in recipient verification
prepopulate phone number in recipient verification
4 votes -
4 votes
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Undo signature
Ability to undo a signature for one specific user instead of erasing the entire document.
4 votes -
4 votes
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Ability to allow replacing email body content with HTML snippet through API
Need the ability to replace PandaDoc email body content with HTML snippet through API. currently, the email body is customizable with only plain text.
4 votes -
recipient can cancel or decline a document
Give the recipient an option to decline a proposal after viewing.
4 votes -
Specify what type of signature is allowed - i.e. "draw" on kiosk form, but select on mobile
Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile
4 votes -
4 votes
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Document Forwarding Checkbox
When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.
Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.
4 votes -
Direct recipient to next field even if the field isn't required
Direct recipient to N\next field even if the field isn't required
3 votes
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