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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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5 results found

  1. Adding the recipient twice in the signing order / Allow one email to hold two separate places in a signing order.

    62 votes

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    18 comments  ·  Recipient Experience  ·  Admin →
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  2. Pop-ups inside the document: Ability to add tooltips or hints on fields / Pop up note next to a field

    Pop-ups when client is hovering over some parts of the document.

    40 votes

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    16 comments  ·  Recipient Experience  ·  Admin →
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  3. Inline comments: if a comments was deleted, show this in the Latest activity section

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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  4. When inviting a new user, add a warning about a potential charge in case there are no space licenses

    2 votes

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    0 comments  ·  Recipient Experience  ·  Admin →
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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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