Restrict the ability to download uncompleted document [Workaround in comments]
Make unavailable the ability to download the pdf version of INCOMPLETE document for the recipient.
Then, when the document is complete, they can download it.
I'm having my clients sign my training manuals, to limit piracy. If they actually can download the unsigned version, it completely loses its point.
This request has already been made and apparently released (https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/39884587-disable-download-print-pdf-option-for-recipient) but it didn't limit ONLY the download of uncompleted documents, which is a very important feature.
Yes, we would like this as well. Right now our clients can download our proposals and view them that way which doesn't help us track how long they're looking at each page, etc... Defeats the point of having the ability to see how many times a client has opened that document.
AdminValeryia Baranava (Admin, PandaDoc) commented
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
While the feature is not available within the system, we’re happy to provide you with a workaround to potentially achieve the desired workflow. We would suggest you using our integration with Zapier.
It can allow you to send the PDF of the completed documents to your recipients, once they will be completed in the PandaDoc, even if you turned off the Download option. (Examples in the screenshots attached)
Please refer to these articles to read more about Zapier integration and how to set up it:
https://support.pandadoc.com/hc/en-us/articles/360058019153-Zapier-Setup(Edited by admin)
Daria Liashenko commented
HI! Agreed with the importance of this feature. This is critical for us to have it. As our clients download incomplete documents and sign them their own way. Which completely breaks our process.
Could you send me a notification when it will be implemented?
scott murphy commented
Agreed on the importance of this feature. Downloading the document before signing breaks the process of electronic signatures.
The owner of the doc has the ability to download and send offline if required, but the recipient should not have this ability