174 results found
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Ability to send doc to unknown signatories
Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)
6 votes -
Area Requirement: Make certain pages required to view/scroll through
Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required
6 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 -
1 vote
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Page thumbnails for recipients: Show left-hand navigation panel at the recipient's view
Hide the TOC on the document but leave the left-hand panel with headings for recipient to easily navigate across the document, i.e. the TOC is not visible on the document page, but headings are visible on the left
10 votes -
Decline part of the document
Decline part of the document
5 votes -
email formatting
Can you please allow us to format the emails we send alongside our documents. We currently have no control over the appearance and often this is the first impression our clients have.
20 votes -
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 -
1 vote
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Create Contacts with No Email
Client would like the option to create a contact without an email. Some of their clients do not have emails
7 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 -
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
5 votes -
Remove/change the blurred background when filling forms
the blurred background is a default IRS forms instead that it will preview or blur their own forms
6 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 -
PDF Bookmarks
Hello,
Is there a way to export/print a pdf with the bookmarks. Similar to Word, perhaps there's a feature where you can select "turn headers into bookmarks." For large proposals, bookmarks tend to work best over the TOC and provide a better experience for the recipient and a timesaver for us users who have to manually create them
9 votes -
PandaDoc Salesforce Integration Error message for invalid emails
PandaDoc Salesforce Integration sends an error message for invalid emails
1 vote -
remove the "by 'doc creator'" in sent docs beneath the title
remove the "by 'doc creator'" inside sent docs beneath the title
2 votes -
Save Custom Colors within PandaDoc
Client would like the option to save custom colors within pandadoc
3 votes -
3 votes
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