237 results found
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Signed document: Copy of signed document sent out to all recipients
example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically
3 votes -
3 votes
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3 votes
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Ability to resend multiple unsigned documents to a recipient within one transaction or email (not bulk send)
Ideal: 1. Search by email/recipient: filter documents by status: sent, expired, declined (excluding completed)
2. Resend multiple pending documents to the recipient within one transaction and preferably via 1 email with all the links included and one notification to the recipientCurrent workflow: Search by email and resend each pending document at one at a time generating multiple emails appearing as duplicates
Use case: recipients that have a repeated journey (services) with the vendor requiring the same document to be generated with updated content or dates for billing to process
2 votes -
Enable Recipients to Select Items from the Entire Catalog
Option for recipients to select items from the entire catalog
2 votes -
Recipient view: making the green download button and the "other actions > download" option consistent
Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
Making the green download button and the "other actions > download" option consistent.
2 votes -
disable change language option
The ability to disable the change language option recipients have in the document view
2 votes -
QES: provider who has a Spanish version of the website
Currently, PandaDoc is using Evrotrust which doesn't have Spanish localization. The client needs to have the option to use an identity provider in Spanish with QES
2 votes -
Suggest edits on uploaded documents
Suggest edits on uploaded documents
2 votes -
Recipient experience: option to change document title
Option for recipient to change the document title
2 votes -
Don't Allow Sending if Recipient Name is Missing
Why do we allow documents to be “signed” and completed when the signature field is populated with an email address? This happens when the email address is added for the recipient, but there is no first and last name entered. The document isn’t legally binding and has to be resent. It would be ideal if when there’s no first and last name saved the signature field is blank rather than auto-populating the email address. Alternatively, PandaDoc could prompt for the recipient name before the document can be sent.
2 votes -
2 votes
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Field Tab Logic Fix
Ability to have a field tab logic works properly and not jump into random fields.
2 votes -
2 votes
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Improve Suggest Edits appcue to be more obvious
Customers are selecting "collaboration" in lieu of suggest edits as the appcue for suggest edits is on the bottom.
It'd be great to have suggest edits be more intuitive and obvious for a recipient.2 votes -
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 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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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
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