237 results found
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1 vote
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Prevent signers from seeing completed docs
Prevent signers from seeing completed docs
1 vote -
Have each signature individually drawn out by a recipient
have each signature individually drawn out rather than just one signature that is applies to each signature line
1 vote -
Ability to resend a document to a corrected email address instead of re-sending it to all of the recipient.
Ability to resend a document to a specific email address that was changed/corrected in contacts instead of re-sending it to all of the recipients and having them sign again.
2 votes -
Ability to not show last name on the subject line when sending documents
Ability to choose not to show last name of the sender when sending documents.
1 vote -
Improve email deliverability and rate of emails going to spam
Resolve issues that result in emails to our clients getting blocked or going to spam
5 votes -
Reporting Add-on improvment
I have a customer that is sending multiple bulk-send. Because of the delivery he sometimes needs to send links to the recipients manually.
Therefore, it would be nice to have a report that will include recipients URLs that he and his team can easily get access to.1 vote -
Remove Document Value to recipient
Have the ability to hide or remove the document value from the recipient
4 votes -
Make Payment Optional
I would like to have a customer be able to optionally make a payment from a completed document, but not require it ever time.
Our use case is that I'm going to have a whole package that we'll send a customer once we've reached the right point in the process. It will have a Welcome letter, a Non-disclosure agreement, a copy of our W9, and an invoice for the service we are about to provide.
Today, our payment options are them sending a check, or I'll give them bank account details they can send to via ACH. Eventually, I'd like…
5 votes -
Ability to add links/modify notification message sent to recipients
For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.
2 votes -
2 votes
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2 votes
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Send pre-signed PDF to the customer when you send the document
Send pre-signed PDF to the customer when you send the document
1 vote -
Audit Trail - Recipient Analytics - Pages Viewed
I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.
1 vote -
1 vote
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verify and change name for the signatory, if misspelled. (on a sent document)
In case the document was sent with an incorrect contact information (first name or last name of the signatory), the signatory needs to have an option to verify their first and last name when they receive the document and be able to change it before signing the document, in case of a typo.
2 votes -
Disable Request review notification
Disable Request review notification
1 vote -
Abillity to have an auto reply within proposal/documents
Abillity to have an auto reply within proposal/documents. Enabling an auto email to send out after a client submits their response to indicate please allow 3-5 days for our team to reply.
1 vote -
The option to have a template translated automatically in 2 languages
The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.1 vote -
Disallow Recipients To Delete Attachments
Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.
Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.
Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document
1 vote
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