247 results found
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2 votes
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Send pdf download option in e-mail
Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed
2 votes -
Scroll through the TOC
Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.
2 votes -
remove the "by 'doc creator'" in sent docs beneath the title
remove the "by 'doc creator'" inside sent docs beneath the title
2 votes -
QQ Email Support
Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.
2 votes -
Internal window
The option that allows to open an additional page with the e-signature and then gets back to the document.
Is there a way to setup a "Click Here To Agree" to the Terms Of Use paperwork that would open them up in a new Window, allow them to Scroll through to to bottom where it has the eSig, then when it's signed bring them back to the initial eSig document?
2 votes -
Save PandaDoc to the desktop via drag and drop
Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.
2 votes -
2 votes
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Auto Response with template
A program that Auto responds to customer inquiries in personal emails with a template from PandaDoc
2 votes -
Ev2, document link to be viewed
The ability to create a general document link that can be put in an email footer (signature area). The purpose of the document to be just viewed by multiple people and such document would contain marketing materials.
2 votes -
2 votes
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2 votes
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Accept Button before signing
Button accept before signing the document from the clients' side.
2 votes -
Ignore case-sensitivity in email addresses
We have discovered that a new user can be created in certain situations, causing problems. Specifically, one of our internal resources accessed our PandaDoc room with an identical email address and user name, however one letter in the email was capitalized. PandaDoc interpreted this to be a unique new user and generated a second external/collaborator account for the user.
We suggest that case-sensitivity be ignored in all email addresses to avoid this potential issue.
1 vote -
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
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