93 results found
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Accept Button before signing
Button accept before signing the document from the clients' side.
2 votes -
Customizing the UI text/prompts during signature or payment
We're using the Enterprise version, so totally fine if this feature remains Enterprise-only. After working on the white-labeling process, we found that this would improve the experience for our prospects and clients and enhance our brand voice.
Replacing PandaDoc's icons/symbols (such as the signature or credit card icon) with our company logo within the signing or payment modals
Customizing the UI text/prompts in those modals (e.g., changing "Complete this document and pay" or "Make a payment" to a custom copy)
According to PandaDoc CS, these interface elements are part of PandaDoc's standard recipient experience and are not customizable at this…
1 vote -
Allow "Mark as Paid" for documents in Sent/Pending status (no recipient action required)
Description:
Currently, the "Mark as Paid" option in the Payments dashboard is only available when a document is in Waiting for payment status. This requires the recipient to have opened or completed the document first. However, in cases where payment is collected outside of PandaDoc (bank transfer, check, etc.) and the document has no outstanding recipient actions, users have no way to update the payment status without involving the recipient. Request: allow users to manually mark a payment as paid regardless of document status, or at minimum when the document is in Sent/Pending status.1 vote -
Remove opt-out/reporting links from white-labeled delivery emails
As a professional services firm using PandaDoc for client proposals and engagement workflows, I would like the ability to disable or customize opt-out/reporting links in white-labeled delivery emails.
These links can create confusion for clients, weaken the premium branded experience, and unintentionally reduce trust during sensitive onboarding workflows such as accounting, tax, legal, or advisory engagements.
Ideally, firms using custom branding and verified sending domains should have an option to:
remove “report spam” style messaging,
customize footer language,
or use a cleaner fully white-labeled email experience.This would significantly improve the client experience for firms using PandaDoc as a client-facing…
1 vote -
Document Cancellation / Voiding
We have had a few potential customers who have requested confirmation that their contract was cancelled. Please add a status option to Void/Cancel a contract and notify the signer in question. This status is different than what is available (i.e. Declined, Expired, etc.).
1 vote -
White Label SMS
White Label the SMS message to confirm a user's identity (recipient verification) to remove the PandaDoc logo.
1 vote -
Abilities to simply stop reminders and to temporarily pause reminders on a specific sent quote
It would be nice to have both the ability to simply disable the 'sign this quote' reminders for a particular quote that has been sent and also to temporarily pause the reminders for a particular amount of time if the customer gets annoyed or requests it to stop.
The workarounds are not good enough.
1 vote -
Payment variables
Payment variables: system variables that will reflect the details of the payment setup configured on a document
1 vote -
Add customizable pop-up window (i.e. disclaimer) when someone clicks to sign a document
We'd like the ability to add a customized disclaimer to proposals we send to our clients. For example, when they click the link to sign, they receive a pop-up on their screen with our disclaimer language, which requires them to "agree" to our terms before continuing with the document.
1 voteHi,
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 link below:
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In-person signing support document rejection
In-person signing support document rejection (for now you can only sign).
1 voteLindsey Schocke responded
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Additional Customizable Settings for Recipients
A way to turn off the ability for recipients who have PandaDoc accounts to receive a document prior to sending a generated link
1 voteValeryia Baranava responded
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ability to sent a copy of the document (pdf) automatically even if it hasn't been completed
ability to sent a copy of the document (pdf) automatically even if it hasn't been completed
1 vote -
1 vote
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, check the link below:
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