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'Removing PandaDoc signup area/button after form is signed, as it conflicts with our workflow and we lose customers' has been merged into this idea

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Removing PandaDoc signup area/button after form is signed, as it conflicts with our workflow and we lose customers

Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's very confusing. We have been losing the majority of our leads at this step in the process, and they either abandon and go somewhere else or they call us (which is time-consuming on our end).

I spoke with live chat support and they asked me to leave my idea here because there isn't a solution.

We like using PandaDoc but I have to say this is a huge disappointment.

If there is a some sort of workaround for this, I'm all ears. This Pandadoc widget area has an 'x' to close it, so perhaps there is a way to have it close by default from our end, or to hide the green button, at the least.

Screenshot is below. I appreciate anyone who is able to look into this and offer a solution. Thanks!

Best,
Nick W

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Nick Wagner shared this idea  ·   ·  Admin →
Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded  · 

Hello there,

This is Valeryia from the PandaDoc Product team! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

Please kindly be advised that the feature allowing to disable the promotional notification on the recipient's end is already available within the system. You can refer to Settings > Workspace Settings > Scroll down to Other Settings > Uncheck "Show promotional window upon document completion" > Save: https://share.getcloudapp.com/eDulGvdv

Many thanks for your time! Have a wonderful day!

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  • Nick Wagner commented  · 

    We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

    However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's very confusing. We have been losing the majority of our leads at this step in the process, and they either abandon and go somewhere else or they call us (which is time-consuming on our end).

    If there is a some sort of workaround for this, I'm all ears. This Pandadoc widget area has an 'x' to close it, so perhaps there is a way to have it close by default from our end, or to hide the green button, at the least.

  • Nick Wagner commented  · 

    We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

    However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's very confusing. We have been losing the majority of our leads at this step in the process, and they either abandon and go somewhere else or they call us (which is time-consuming on our end).

    If there is a some sort of workaround for this, I'm all ears. This Pandadoc widget area has an 'x' to close it, so perhaps there is a way to have it close by default from our end, or to hide the green button, at the least.

  • Nick Wagner commented  · 

    Hi- We have built a workflow process and have incorporated Panda Docs in the mix. We require customers to sign 3 separate forms, one after another, before they can complete the process and checkout.

    However, after the first form is signed/completed, a widget-type area appears in the middle of the screen that asks users to signup for PandaDoc, with a big green button. This area is large and pushes our 'Next' button to the bottom, nearly out of view. So, users think they have to click the green PandaDoc button because it seems logical, and I don't blame them. It's very confusing. We have been losing the majority of our leads at this step in the process, and they either abandon and go somewhere else or they call us (which is time-consuming on our end).

    I spoke with live chat support and they asked me to leave my idea here because there isn't a solution.

    We like using PandaDoc but I have to say this is a huge disappointment.

    If there is a some sort of workaround for this, I'm all ears. This Pandadoc widget area has an 'x' to close it, so perhaps there is a way to have it close by default from our end, or to hide the green button, at the least.

    Screenshot is below. I appreciate anyone who is able to look into this and offer a solution. Thanks!