168 results found
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3 votes
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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.
3 votes -
Require one option for a recipient to sign instead of having more options
Require one option for a recipient to sign instead of having more options
3 votes -
3 votes
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images preview
ev2 click on the images and see them full screen
3 votes -
3 votes
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Signed document: Copy of signed document sent out to all recipients
example: they have 5 board members, the document was sent to all 5, they only need 3 to sign. A copy of the signed document will go out to all that signed automatically
3 votes -
3 votes
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3 votes
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2 votes
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verify and change name for the signatory, if misspelled. (on a sent document)
In case the document was sent with an incorrect contact information (first name or last name of the signatory), the signatory needs to have an option to verify their first and last name when they receive the document and be able to change it before signing the document, in case of a typo.
2 votes -
2 votes
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2 votes
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One Step Signing: weblink that a customer can click and sign in one step, rather than a long document they need to fill in
Create a weblink that a customer can click and sign in one step, rather than a long document they need to fill in multiple fields of.
2 votes -
2 votes
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Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).
Remove sender email address from expiration notifications (application: API use case where the sender email is not the appropriate contact).
2 votes -
Conditional workflow based on which new pages of a document will be opened (due to actions conducted by a recipient)
I would like a first page to appear. And if there is no click at the end of the first page, the client signs and doesn't see the rest of the document. Whereas if the client clicks, then all other pages pull up and the whole document appears
2 votes -
modify the document sent message view
If we send a document to our customer the email contains a link to the document only. We want the mail to include the document itself as well as an attachment in pdf form.
2 votes -
2 votes
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Print a document, sign it and reupload
If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order
2 votes
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