174 results found
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Automatic email response with next steps after recipient has signed and or paid
When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.
11 votes -
notifications when emails are bounced/not delivered
I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?
9 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 -
Pre-set but adjustable auto-reminders
Make default auto-reminders every 3 days, like in docusing.
While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .
Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.
2 votes -
play video in presentation mode after the document is sent
play video in presentation mode after the document is sent
They like to send presentations with the video and content to their clients and review the document together while on a call.
Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q5 votes -
1 vote
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1 vote
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Have Different ways of page navigation: turn pages instead of scrolling
The option to have other page navigation options other than scrolling the pages.
3 votes -
Remove "powered by pandadoc"
Be able to remove the "Powered by PandaDoc" branding in recipient experience
2 votes -
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 vote -
2 votes
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Change the order in which the fillable fields can be completed: from top to bottom, instead of left to right
Instead of left to right, have the option for fields to be filled out from top to bottom.
https://support.pandadoc.com/hc/en-us/community/posts/5403538441111-Fillable-Field-Order
7 votes -
One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in
Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.
2 votes -
3 votes
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2 votes
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1 vote
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1 vote
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Forwarding two signatures to different signatories
An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.
3 votes -
Finish Button on Documents with No Fields
Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.
3 votes -
Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).
Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).
2 votes
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