243 results found
-
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 -
Pre-set but adjustable auto-reminders
Make default auto-reminders every 3 days, like in docusing.
While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .
Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.
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 -
5 votes
-
5 votes
-
Prepopulate phone number in recipient verification
prepopulate phone number in recipient verification
5 votes -
Undo signature
Ability to undo a signature for one specific user instead of erasing the entire document.
5 votes -
Ability to allow replacing email body content with HTML snippet through API
Need the ability to replace PandaDoc email body content with HTML snippet through API. currently, the email body is customizable with only plain text.
5 votes -
Conditional Sender logic
Ability to change the name of the sender when the recipient receives the document
5 votes -
to enable a client to forward the document to more than one recipient.
to enable a clinet to forward the document to more than one recipeint at a time. If a Committee needs to review the document, then it's really time consuming / unrealistic to expect a prospective customer to forward the email multiple times. In this day and age, its expected to forward to many users in one action.
5 votes -
Chat automatically open when document is opened
Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.
5 votes -
ability to remove the privacy disclaimer when signer is signing the document
ability to remove the privacy disclaimer when signer is signing the document
5 votes -
Decline part of the document
Decline part of the document
5 votes -
Specify what type of signature is allowed - i.e. "draw" on kiosk form, but select on mobile
Specify what type of signature is allowed - i.e. "draw" on kiosk form, but "select signature" on mobile
5 votes -
Personalized video greeting
Add the ability to record a video before sending the contract. Youtube etc should not be needed, use the webcam on the computer and record directly. It should be shown to the recipient when the document is opened and NOT be a part of the contract itself. This is a great way to do a personalized experience to a customer. Like "Hi xyz, Here is the document we talked about earlier today. Hope your round of golf will be great this afternoon.". A good way of increasing closing rate.
5 votes -
Document Forwarding Help Text (Change forward button text and make it more visible)
Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.
Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.
5 votes -
Document/signature forwarding is allowed to specific recipients
Can I use the document forwarding // forward to new signer, but only have it turned on for one signer instead of all?
5 votes -
Allow recipient to download as .docx
Allow the recipient to download the document in .docx version, not just the sender. Currently, only a PDF can be downloaded in recipient view.
4 votes -
Give Choice of Radio Button Format
Radio buttons are very useful, it would be even better if we could choose their format.
Specifically I would like to be able to select if Radio Buttons are:
- Circles
- Squares
- Xs
- Checks
One example is section 3 of a W-9, a document that is widely used in Pandadoc. This is the perfect use case for Radio Buttons since the recipient should only select one option. However, W-9s have square boxes usually meant to be checked. A filled in circle works well, a check would be better.
4 votes
- Don't see your idea?