177 results found
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Bundles - Signature
Make the possibility for documents in bundles to be separate in terms of signature (for ex. we signi 1st doc in a bundle and then, let's say in a week, sign the second one)
3 votesValeryia Baranava responded
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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 -
Recipient names can be set by other recipients
You can send documents to a recipient, and they can set the other recipient names/emails
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 -
QQ Email Support
Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.
3 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.
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 -
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"3 votes -
3 votes
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3 votes
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3 votes
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Recipient verification via SSO
the customer needs to verify recipients via SSO when the document recipients are their Pandadoc users. Currently the document could be forward by email or link shared directly with the other recipient and they can open and sign the document on behalf of the other users. Having SSO authorisation on that step would prevent such actions from happening.
2 votes -
Allow Recipients to Self-Enroll in SMS Reminder Notifications
Currently, SMS reminders require recipients to receive a document or notification first, then opt in or provide initial consent to start receiving messages. And setting up delivery method is handled at the workspace or document level.
This feature would allow recipients to self-enroll for SMS notifications by texting “START,” to PandaDoc phone number even if the workspace default delivery method is set to email. Recipients could opt in for SMS as an additional channel without affecting the default email delivery. This would give signers more flexibility, for example if they are away from the office, and help accelerate document signing…
2 votes -
Option to Send Document via Link Instead of Defaulting to Sending via Email When Changing a Signer on a Sent Document
Currently, when changing a signer on a sent document and selecting Change and Send, PandaDoc automatically sends the document via email. It would be helpful to have an option to send the document via link instead.
2 votes -
signing order to be followed when suggest edits are made
signing order to be followed when suggest edits are made
2 votes -
Allow recipients to exit the "suggest edits" mode if a suggestion was added by mistake
It is not currently possible for a document recipient to exit the "Suggesting edits" mode if they accidentally added a suggestion and removed it. Adding a suggestion, it can be a single character, immediately pushes a document into a 'Suggesting edits" mode that cannot be exited even if a suggestion is deleted. A document sender would need to review and resend a document to move further.
2 votes -
Send via SMS: redirect the message to a number/email when customer replies
If clients reply to a document sent via SMS, the text message can be redirected to an email or another number.
2 votes -
Customize text of the redirect window
Option to customize the text that shows on the redirection window
2 votes -
Control how fast it scrolls to the next field the recipient fills in
Have the ability to control how fast the system scrolls to the following field that the recipient fills in. When sending a document to a recipient it is very difficult for the recipient to read the document because it automatically scrolls quickly to the fields that they are supposed to fill out.
2 votes -
Redirect button on the completed document email
Redirect button on the completed document email
2 votes
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