251 results found
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Add customizable pop-up window (i.e. disclaimer) when someone clicks to sign a document
We'd like the ability to add a customized disclaimer to proposals we send to our clients. For example, when they click the link to sign, they receive a pop-up on their screen with our disclaimer language, which requires them to "agree" to our terms before continuing with the document.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Ability to send a document back to the previous step for an update
We utilize PandaDoc for several workflows and have received feedback across the institution that users would like to be able to send a document back to the previous step, rather than only being able to reject it and having it only alert the initiator that it was rejected...and then the initiator having to resubmit it to go through the entire workflow again.
For example, our department staff initiate a workday document that is the sent to the faculty member, our faculty fill out their workdays, and then send it on to the dean. If the dean identifies items that need…
1 vote -
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 -
1 vote
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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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 -
Recipient view: adding download and print icons to the top right
Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
Adding download and print icons to the top right1 vote -
Flyers/Forms/Images in Body of Email
Allow the body of the email to be formatted for information only flyers. For things that don't need to be signed and returned, it would be easier to send those in the body of the email instead of requiring the recipient to click a link and be redirected.
1 vote -
Increase recipient limit
Increase limit of 50 recipient
1 vote -
Toggle download option for recipients on sent documents
The ability to toggle document download option for recipients even after the document has been sent.
1 vote -
PandaDoc incoming email which accepts documents from clients to be stored in PandaDoc
We have, from time to time, cases where larger customers have their own SRM tool and want to send us purchasing orders instead of signing our quotes in PandaDoc.
Can we create an incoming mail address to which they can send these documents so that we have them directly stored in PandaDoc? We would like to use PandaDoc as our default tool to store (legal) documents.
1 vote -
1 vote
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Conditional logic for Signer
- Once the 1st signer signed the 2nd signer will be required to sign.
1 vote -
1 vote
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Prevent signers from seeing completed docs
Prevent signers from seeing completed docs
1 vote -
Have each signature individually drawn out by a recipient
have each signature individually drawn out rather than just one signature that is applies to each signature line
1 vote -
Ability to not show last name on the subject line when sending documents
Ability to choose not to show last name of the sender when sending documents.
1 vote -
Audit Trail - Recipient Analytics - Pages Viewed
I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, such as which Pages were viewed.
1 vote -
Disable Request review notification
Disable Request review notification
1 vote -
The option to have a template translated automatically in 2 languages
The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.1 vote
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