232 results found
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Ability to send doc to unknown signatories
Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)
7 votes -
Create Contacts with No Email
Client would like the option to create a contact without an email. Some of their clients do not have emails
7 votes -
More than two letters as Initials
The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.
7 votes -
7 votes
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Remove X sent you the document from the email.
Remove X sent you the document from the email.
7 votes -
[Bulk send] email design
Bilk send: make the actual width of the message longer and save some design from CSV (Bold, Italic, etc).
7 votes -
Option for recipient to see document analytics
Option for the recipient to see if other signer has opened or viewed document
6 votes -
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
6 votes -
Recipients should be able to edit an ordinary table./ fill out the columns inside the table
Recipients should be able to edit an ordinary table./ fill out the columns inside the table
6 votes -
Area Requirement: Make certain pages required to view/scroll through
Make an area of a document required so that as long as some fields are filled out, the others do not have to be. Rather than assigning specific fields as required/not required
6 votes -
Remove/change the blurred background when filling forms
the blurred background is a default IRS forms instead that it will preview or blur their own forms
6 votes -
6 votes
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Sending the document to CC without sending it to the first signer
Send the document to CC and give him the possibility to transfer the document to the first signer.
6 votes -
Document forwarding - Auto populate email recipient / contact for easy process
Have the ability to auto-populate recipient/contacts to easy fill it out or fasten the process of forwarding.
5 votes -
Add new recipient after the document has been sent
Some documents need to be signed by 2 departments, but when the document is sent, we only have 1 recipient. It would be great if we could add a new recipient (for signature) after the document has been sent without having the edit the document.
5 votes -
Hide Sender's email in Document Notifications
Be able to hide the Sender's email address in the document notification emails so that they can't directly email it.
5 votes -
5 votes
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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…
5 votes -
Recipients able to click on hyperlinks on a sent document without having to download PDF
For example, a PDF is uploaded into PandaDoc with hyperlinks. I can click on the hyperlinks in the editor. Once the document is sent, the recipient is not able to click on the hyperlinks unless a PDF of the sent document is downloaded.
5 votes -
play video in presentation mode after the document is sent
play video in presentation mode after the document is sent
They like to send presentations with the video and content to their clients and review the document together while on a call.
Ideally, once the document is sent, enable the sender to enter into presentation mode and scroll down to the page with the video and make the video playable while in presentation mode.
Here's an example that it doesn't work. https://share.getcloudapp.com/OAujGJ0q5 votes
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