292 results found
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Leave drop down widgets unassigned after filling them out, when creating a new document
When you open a template to create a new document, the sender uses drop-down menus to change information for our clients.
It automatically assigns them as a signer. I think you should leave them unassigned or at least have an option to leave them unassigned once they are filled out, as per the attached examples.1 vote -
PDF attachment restriction
Make available PDFs more than 25 MB be attached to the notification and delivered to the client.
3 votes -
See the document recipients in the email notification
Is there a way to see all recipients in my email... as part of the email that comes from you guys?
8 votes -
3 votes
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Add document links to Pipedrive (any CRM record)
Allow to add document links (link-sharing) to the respective records, to make emaling them easier.
2 votes -
Allow to edit files shared between workspaces
Edit shared via different workspaces files
4 votes -
reply email comment
I would like the email notifications to be able to accept replies and post the comments back into the document
2 votes -
1 vote
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email reminder notification to my customers at least 30 days or so prior to their contract renewal date.
email reminder notification to my customers at least 30 days or so prior to their contract renewal date.
9 votes -
1 vote
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3 votes
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Signer can re-assign some fields to other people
There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.
Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient
27 votes -
Default settings for document forwarding
Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)
9 votes -
Change title [PandaDoc] Signed copy of "..." to a custom text.
When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?25 votes -
Send completed PDF option without notification
Option to use feature 'Send completed PDF' without notification 'The document has been completed by all the recipients' turned on (for now creator is not able to get the PDF even he is CC'd).
13 votes -
Have separate Unsubscribe from notifications and Decline options under PandaDoc notification message
3 votes -
Enable redlining for the attachments
Enable redlining not only for the document itself, but for the attachments that goes together as well.
2 votes -
1 vote
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Edit notification message on PDF attachment
Customizable message when automatically receives completed PDF document to signors.
15 votes -
2 votes
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