237 results found
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Scroll through the TOC
Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.
2 votes -
remove the "by 'doc creator'" in sent docs beneath the title
remove the "by 'doc creator'" inside sent docs beneath the title
2 votes -
QQ Email Support
Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.
2 votes -
Internal window
The option that allows to open an additional page with the e-signature and then gets back to the document.
Is there a way to setup a "Click Here To Agree" to the Terms Of Use paperwork that would open them up in a new Window, allow them to Scroll through to to bottom where it has the eSig, then when it's signed bring them back to the initial eSig document?
2 votes -
Customer Facing Tutorials
Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.
Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.
2 votes -
Save PandaDoc to the desktop via drag and drop
Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.
2 votes -
2 votes
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Download the embedded template before signing
Download the the embedded template before signing.
2 votes -
For PandaDoc to have an automatic domain verification
PandaDoc should have a domain verification so that all of our email won't be sent to a recipient's spam folder. Customer have stated the below:
"Active Campaign can do it with domain verification, you guys should be able to also
DMARC records etc
not hard
please pass this on"2 votes -
Auto Response with template
A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc
2 votes -
Ev2, document link to be viewed
The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.
2 votes -
2 votes
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2 votes
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Accept Button before signing
Button accept before signing the document from the clients' side.
2 votes -
Auto complete documents
Once a recipient fully signs all their fields, the document will be "finished" for them (without the need to click on Finish button)
1 vote -
Ability to forward document to multiple recipients
Workflow:
1. Assign all fields to one recipient and send to them
2. They forward the document to a second person who fills in some fields
3. This second person forwards the document to a third person who fills in the rest of the fields1 vote -
1 vote
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Prevent/ block recipients from screenshotting documents
Prevent/ block recipients from screenshotting documents
1 vote -
Edit Email Subject Line Inviting Collaborators
Have the ability to edit the subject line when inviting a collaborator
1 vote -
SMS open analytics - determine if the recipient prefers SMS over email or vice versa
SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.1 vote
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