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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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86 results found

  1. Document Cancellation / Voiding

    We have had a few potential customers who have requested confirmation that their contract was cancelled. Please add a status option to Void/Cancel a contract and notify the signer in question. This status is different than what is available (i.e. Declined, Expired, etc.).

    1 vote

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  2. White Label SMS

    White Label the SMS message to confirm a user's identity (recipient verification) to remove the PandaDoc logo.

    1 vote

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  3. Abilities to simply stop reminders and to temporarily pause reminders on a specific sent quote

    It would be nice to have both the ability to simply disable the 'sign this quote' reminders for a particular quote that has been sent and also to temporarily pause the reminders for a particular amount of time if the customer gets annoyed or requests it to stop.

    The workarounds are not good enough.

    1 vote

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  4. Payment variables

    Payment variables: system variables that will reflect the details of the payment setup configured on a document

    1 vote

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  5. 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 vote

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  6. force logging in to the account before the account user could see the contract

    1 vote

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