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Customize the text in reminder message
Customize the text in reminder message
56 votes -
Disable Download/Print PDF option for recipient
Make unavailable the ability to download the pdf version of incomplete document for the recipient.
46 votes -
Save Field Data when resending/editing
Save data in fields when a document is placed back into draft and re-sent to client. ONLY clear Signature and Initial field data.
42 votes -
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.26 votes -
26 votes
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Templates embed options
- Block the fields from the recipients so they are not able to put text in.
- Ability to change design of the embedded template popup
16 votes -
Set client's default email subject
Set client's default email subject (instead of X has sent you the document).
16 votes -
Edit Document Completion Email Message
Client would like option to edit the email that is sent when a document is completed. They have content they'd like to automatically share only once document is complete.
Client: trenton@greenprintcorp.com
14 votes -
Customize notifications text
Edit/customize text in all email notifications
13 votes -
Allow an option to authenticate recipient before showing document
Authenticate recipient before showing document content.
For documents with sensitive information, it's crucial to know that only the right people have access to it. PandaDoc will force the recipients of the document to verify their identity through PIN code, temporary SMS code, or authorization with Google/Microsoft account.13 votes -
12 votes
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Ability to turn off specific notification emails sent to recipients.
Ability to choose/turn off which email notifications the recipients/Signers will receive.
12 votes -
Recipient: Signature field options
- Add the ability to set different from black signature color.
10 votes -
9 votes
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Change title [PandaDoc] Signed copy of "..." to a custom text.
When the documents are completed, the title of the email received by all parties is (Pandadoc) signed copy of etc…
Can we change this title and have a generic title instead? Something like “welcome to Holmes Place”?9 votes -
9 votes
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Signer can re-assign some fields to other people
There are instances where the sender doesn’t know who will be signing what fields. Doc forwarding and signing won’t work because they want to be able to adjust what fields a person signs.
Ex: sender sends to abc@gmail.com and they want abc@gmail.com to be able to distribute the 3 fields they were assigned. Maybe assign 2 of the fields to one recipient and the last one to a different recipient
9 votes -
8 votes
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pointing optional fields
when fill in a document with optional fields the arrow should point all the fields (required and optional)
7 votes -
Disable Document Sent for CC'd Recipients
Ability to remove "Document Sent" email notification for cc'd recipients.
7 votes
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