237 results found
-
Option for recipient to Approve or Decline the document from the email they receive
Option for recipient to approve or decline the document from the email they receive
7 votes -
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 -
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 -
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 -
Option to disable notification to recipients after document got completed
- Will allow the sender to disable notification once the document got completed
12 votes -
Ability to forward document to multiple recipients
Workflow:
1. Assign all fields to one recipient and send to them
2. They forward the document to a second person who fills in some fields
3. This second person forwards the document to a third person who fills in the rest of the fields1 vote -
Document forwarding - Auto populate email recipient / contact for easy process
Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.
5 votes -
2 votes
-
Add new recipient after the document has been sent
Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.
5 votes -
1 vote
-
Field Tab Logic Fix
Ability to have a field tab logic works properly and not jump into random fields.
2 votes -
2 votes
-
Prevent/ block recipients from screenshotting documents
Prevent/ block recipients from screenshotting documents
1 vote -
Option to disable notification for CC'd recipients
Will allow the sender to disable notification send to CCed recipients
7 votes
- Don't see your idea?