12 results found
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1 vote
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Sending another document when PandaDoc document status changes
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Partial signing order: select a signing order and have non-signing order recipients, who can sign without holding up the order list.
Would like for there to be a capability to have a certain set of individuals in a signing order, but also be able to have recipients who are not listed on the signing order aka can sign without holding up the order list.
12 votes -
Set "Attach a PDF to email" as default
When you have signers, there is currently a place in the "Manage" section to toggle in order to attach a PDF directly to the email, instead of having to go back into the document in order to download a completed copy. This makes things easy when you're trying to complete other tasks.
By making this the default or giving users the option to set it as default, this would increase efficiency for all.
5 votesYou can set the default to attach a PDF to a completed document notification in Settings > Settings > Email attachment.
Check the box that says:
Attach a PDF of the completed document to email.
When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.
You can learn more here:
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In-person signing without email
In-person signing without email - for the senior care facilities where those signing do not have an email address
22 votesHi there 👋
I'm happy to inform you that we've introduced the ability to sign documents in person, even if the recipient doesn't have an email address. The host's name and email will now be displayed alongside the in-person signer's information in the signing certificate.
If you have any questions, please feel free to reach out.
Igor | Product Team
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Phone number verification
A SMS verification or the ability to sign with a phone number instead of email address for mobile deals.
17 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature “Recipient Verification via SMS” has been released. Please see this link for more information: Recipient SMS verification.
Have a wonderful day!
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Handwritten signature instead of the regular one offered.
Recipient should be able to create a handwritten signature instead of the regular one offered.
2 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to apply the handwritten signature only is already available within the system. You can read more about this here: https://support.pandadoc.com/hc/en-us/articles/360002979034-Additional-Settings#1
Many thanks for your time! Have a wonderful day!
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1 vote
Hello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature allowing to remove the promotional window on your recipient's end is already available within the system. Here's how you can remove it: https://share.getcloudapp.com/NQux6OBX
Many thanks for your time! Have a wonderful day!
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Presentation mode - widescreen
option to have a widescreen (16x9) view option to fill screen in presentation mode
3 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature to have a widescreen (16x9) view option to fill screen in presentation mode is already available within the system. Please see this link for more info: https://support.pandadoc.com/hc/en-us/articles/1500010809981--Editor-2-0-Presentation-mode
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Presentation mode
Presentation mode.
Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.63 votes -
Disable Download/Print PDF option for recipient
Make unavailable the ability to download the pdf version of incomplete document for the recipient.
101 votes -
29 votes
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3 votes
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