232 results found
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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.
22 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
10 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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the option of transferring the zendesk active chat window when opening pandadoc account in a new browser
the option of transferring the zendesk active chat window when opening pandadoc account in a new browser
1 vote -
18 votes
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CC'd recipient: document status change
When the recipient is only CC'd, the status should be changed to Viewed - Completed when the recipient reviews the document.
8 votes -
1 vote
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1 vote
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More than two letters as Initials
The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.
7 votes -
QQ Email Support
Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.
2 votes
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