238 results found
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2 votes
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2 votes
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Accept Button before signing
Button accept before signing the document from the clients' side.
2 votes -
Hide sections of a document or documents in a bundle from some users but make visible to others
Have a section hidden to some recipients but required for others. Or bundle documents and make some documents visible to some recipients and all documents visible to other recipients. (The use case is a "for office use only" section where we keep notes related to customers' responses to a questionnaire)
1 vote -
Manage Recipient Groups
Would like the ability to manage recipient groups from the Contacts tab rather than having to dive into a document. Something like the attached.
1 vote -
Ability to send a document back to the previous step for an update
We utilize PandaDoc for several workflows and have received feedback across the institution that users would like to be able to send a document back to the previous step, rather than only being able to reject it and having it only alert the initiator that it was rejected...and then the initiator having to resubmit it to go through the entire workflow again.
For example, our department staff initiate a workday document that is the sent to the faculty member, our faculty fill out their workdays, and then send it on to the dean. If the dean identifies items that need…
1 vote -
Auto complete documents
Once a recipient fully signs all their fields, the document will be "finished" for them (without the need to click on Finish button)
1 vote -
1 vote
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Prevent/ block recipients from screenshotting documents
Prevent/ block recipients from screenshotting documents
1 vote -
Edit Email Subject Line Inviting Collaborators
Have the ability to edit the subject line when inviting a collaborator
1 vote -
Recipient view: adding download and print icons to the top right
Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
Adding download and print icons to the top right1 vote -
Flyers/Forms/Images in Body of Email
Allow the body of the email to be formatted for information only flyers. For things that don't need to be signed and returned, it would be easier to send those in the body of the email instead of requiring the recipient to click a link and be redirected.
1 vote -
Increase recipient limit
Increase limit of 50 recipient
1 vote -
Toggle download option for recipients on sent documents
The ability to toggle document download option for recipients even after the document has been sent.
1 vote -
PandaDoc incoming email which accepts documents from clients to be stored in PandaDoc
We have, from time to time, cases where larger customers have their own SRM tool and want to send us purchasing orders instead of signing our quotes in PandaDoc.
Can we create an incoming mail address to which they can send these documents so that we have them directly stored in PandaDoc? We would like to use PandaDoc as our default tool to store (legal) documents.
1 vote -
1 vote
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Conditional logic for Signer
- Once the 1st signer signed the 2nd signer will be required to sign.
1 vote -
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
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