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Ideas to Improve PandaDoc: Recipient Experience

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Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

Pop-ups when client is hovering over some parts of the document.

36 votes

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Yana Martynenko shared this idea  ·   ·  Admin →
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Not planned  ·  AdminMolly Abrams (Admin, PandaDoc) responded  · 

Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, by using placeholders within text fields, you can provide additional details to document recipients. You can learn more here.


We hope this feature can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

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  • Olivier Do commented  · 

    This feature in Pandadoc would be crucial for our Growth at @Clone, as we would like to maintain excellence and adapt our business needs with our contracts.

    Hope this feature will come very soon !

  • Nick Nichols commented  · 

    This feature would be so soooo awesome for those who sell services or systems which are really complex, with complex selling attributes

  • admin commented  · 

    This will enhance the user experience and the creator functionality. Thanks for the consideration.

  • Paul Cedric Guevarra commented  · 

    - Will allow the user to attached a document or file that will allow the recipient to access it by the pop up button

  • Elizabeth Moore commented  · 

    to be able to add explanation for line items within our proposals and client docs is critical.

  • Kristin Held commented  · 

    OMG - this is SO annoying. I am a new client to PandaDoc and trying out the features is super frustrating... I am worried I made a mistake by leaving DocuSign. This is an irritating PandaDoc bug.

  • Jonathon Gillis commented  · 

    It would be useful to have the ability to add a hint to a fillable field such as a text block to pop up when a recipient hovers their mouse over it with more information.

  • Kaylen Nolen commented  · 

    Be able to add a tooltip with more information for your signers on fields in the document. Currently only seen on Volume Discount items in a pricing table.

  • shir nyul commented  · 

    Pop up note next to a field - if a short explanation needed for the customer
    For example: we have a field for a "passcode", I would like to explain on the document what this passcode will be using for so the customer can fill in it accordingly.