201 results found
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Reminder to sender when document is not signed yet
Reminder to sender when document is not signed yet
2 votes -
Ability to resend the completed PDF notification if the customer didn't receive it
It would be great if we had a way to resend a completed document without downloading and emailing separately the PDF if the recipients don't receive it.
1 vote -
Improve email deliverability and rate of emails going to spam
Resolve issues that result in emails to our clients getting blocked or going to spam
2 votes -
Remove Document Value to recipient
Have the ability to hide or remove the document value from the recipient
1 vote -
allow to open the document one time
allow to open the document one time
1 vote -
Allow e-mail address with a space at the beginning or end in a required field
When a recipient is filling out their e-mail address, they will inadvertently put a space at the beginning or end, which shows the field still needing to be filled in
1 vote -
Auto Responder After someone has signed and or paid
When someone signs and/or pays your contract. To automatically send them a Thank you or congratulations, Confirmation, or Next Steps, something you can customize to go out to your customer directly after they sign because I am not at my desk 24/7, and customers want reassurance that you received their signature and money. No different than when you buy something online, you get an email of that purchase. This is very crucial to all businesses. Communication is key to everything.
1 vote -
1 vote
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Option for multiple signers to use 1 email
Option for multiple signers to use 1 email
1 vote -
notifications when emails are bounced/not delivered
I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?
1 vote -
rearrange how roles show up in the pop up window when creating a document from a template
rearrange how roles show up in the pop up window when creating a document from a template
1 vote -
Send reminders only when document is in sent status, not draft.
Have the option to only send reminders when document is in sent status, and stop when the recipient opens it for the first time.
1 vote -
Make Payment Optional
I would like to have a customer be able to optionally make a payment from a completed document, but not require it ever time.
Our use case is that I'm going to have a whole package that we'll send a customer once we've reached the right point in the process. It will have a Welcome letter, a Non-disclosure agreement, a copy of our W9, and an invoice for the service we are about to provide.
Today, our payment options are them sending a check, or I'll give them bank account details they can send to via ACH. Eventually, I'd like…
3 votes -
customer download as word
Give customers the ability to download documents as word docs.
2 votes -
Option to view details of when emails was sent when emails sent with copies of fully signed documents
Option to view details of when emails was sent when emails sent with copies of fully signed documents
- Will allow the user to view the details f when emails was sent when emails sent with copies of fully signed documents on the Audit trail.
1 vote -
Add additional Signature type of "click-wrap"
Within the Signature Block, add a type property, with a new option of click-wrap, that would simply be a checkbox control vs the legacy signature control. If the click-wrap signature type is selected, have two additional options (a) click-wrap-text, defaults to "I Agree", and (b) click-wrap-url. If the click-wrap-url is not empty then the url is displayed above and must be clicked on to enable the "I Agree" checkbox control. Clicking on the url should show the url content in a separate window or tab, as to not disrupt the originating signing page, taking into considerations both desktop and…
1 vote -
Option for Email Aliases
- Will allow the user to mask the main email by email Aliases.
2 votes -
Pre-set but adjustable auto-reminders
Make default auto-reminders every 3 days, like in docusing.
While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .
Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.
1 vote -
1 vote
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Option to send the contract straight after the proposal is signed
- will allow the user to send the document directly to the signer of the document.
1 vote
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