168 results found
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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 -
Ability to add links/modify notification message sent to recipients
For example, the recipient receives a service agreement included in the reply to them after they have signed the contract.
4 votes -
Remove "powered by pandadoc"
Be able to remove the "Powered by PandaDoc" branding in recipient experience
4 votes -
4 votes
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4 votes
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Download the embedded template before signing
Download the the embedded template before signing.
4 votes -
4 votes
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Document Forwarding Checkbox
When forwarding a document to another customer, the customer (not a PD user) often miss checking the "Allow person to sign this document instead of me" check box.
Would like to have an option to turn it on by default or at least have some help text pop up when forwarding is turned on for the customer.
4 votes -
Video before the document displays
Option to get a video to automatically pop up when a client opens the agreement
4 votes -
Have Different ways of page navigation: turn pages instead of scrolling
The option to have other page navigation options other than scrolling the pages.
3 votes -
3 votes
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Forwarding two signatures to different signatories
An ability to forward only one out of two signatures when 2 signatures are required on behalf of one part and only one signatory name is known.
3 votes -
Finish Button on Documents with No Fields
Even if there are no actions for the recipients, but the recipients should still have access to a ‘Finish’ button to confirm the completion.
3 votes -
The ability to make check boxes permanent if they have been checked before sending.
For example, a check box has been checked before the document has been sent -- can we make it so that it can't be unchecked even by the recipient?
3 votes -
One recipient to review document (without signing) before sending to another recipient
one recipient to review document (without signing) before sending to another recipient. "Signing order" for viewers of a document.
3 votes -
Signature Forwarding via link
At present document forwarding and signature forwarding can only be done by pandadoc email, even if the original recipient was sent it via a link. This suggestion is to allow the forwarder to generate a new link for the person they are forwarding to.
This is needed because of 2 problems with email sending
1. Email deliverability - people use links to send documents because they don't want to risk their document getting spam filtered, which can happen quite frequently and unpredictably. As signature forwarding only has a pandadoc email option this means the original email will get through, but…3 votes -
Recipient Feedback
Feedback feature that we can get after the document is signed. Like just a rating on how we went as a company or something like that.
3 votes -
Save Custom Colors within PandaDoc
Client would like the option to save custom colors within pandadoc
3 votes
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