241 results found
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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.
39 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: -
10 votes
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Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
47 votes -
add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level
add a video or a link to add the picture of the person signing. It might not be too much development but this would give you a higher level of security which is what the regulators are preaching in Switzerland.
1 vote -
Add name to document when you generate a link to send
When you send a document via email, you can add a name to the document. This would be nice to have as well when you send the document via a link
1 vote -
Send pdf download option in e-mail
Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed
2 votes -
remove the "by 'doc creator'" in sent docs beneath the title
remove the "by 'doc creator'" inside sent docs beneath the title
2 votes -
Support accents in the email address.
Support for emails containing a circumflex accent or special characters e.g. " ^ ", " ' ".
1 vote -
Match completed email with attachment to come from the eform or template owner
When the documents are completed and an attachment is added, that email comes from our general email not the specific email of the template or eform owner. It would be ideal to have the completed email come from the same email as the document/eform owner.
1 vote -
Save Custom Colors within PandaDoc
Client would like the option to save custom colors within pandadoc
3 votes -
[Comments] Include comments in the downloaded doc
download the finished document along with the comments
27 votes -
Scroll through the TOC
Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.
2 votes -
Download button
The option to have Download button the document that doesn't have any fields (not via Actions >> Download but a simple download button).
13 votes -
1 vote
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12 votes
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3 votes
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Disable Finish Button
Disable Finish option (when completing the document).
10 votes -
1 vote
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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 -
PandaDoc Salesforce Integration Error message for invalid emails
PandaDoc Salesforce Integration sends an error message for invalid emails
1 vote
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