Settings and activity

  1. 8 votes

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    Sarah O'Connor commented  · 

    The biggest issue that we have been having is that when a document is edited it will clear all fields that have been filled out by the customer. We frequently have to resend information due to typos in customers payment information. We have had a lot of feedback with customers being upset that they have to start their entire contract from scratch. In the classic version they could simply correct any mistakes. If you are able to submit that information as well that would be appreciated.

  2. 24 votes

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    Sarah O'Connor commented  · 

    Client would like to be able to preview what a form will look like without having to publish it

  3. 2 votes

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    Sarah O'Connor commented  · 

    First Name = Mike
    Last Name = Duckworth
    Company (optional) = Go Home, LLC.

    [ X ] Send correspondence as Company
    - If checked, all communication to recipients will have Company Name in lieu of sender's First & Last Name

  4. 5 votes

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    Sarah O'Connor commented  · 

    it would be excellent on the Checkbox field to have a customizable text ID field that took a string parameter that could pass through Zapier, then back to our CRM to help find and indicate what the customer was checking off. user story is, we’d like to pay monthly vs. annually with a discount. or any other thing a potential new customer would be opting into or out of.

    Sarah O'Connor supported this idea  · 
  5. 3 votes

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    Sarah O'Connor commented  · 

    I guess the idea would be that you can turn on a portal for any recipient where they can see all documents you've uploaded for them to review (perhaps sorted by folders). And where either us or them could pass files back and forth. A trusted document exchange area of sorts.

    Files can be signed or acknowledged or both.

    Sarah O'Connor shared this idea  · 
  6. 61 votes

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    Sarah O'Connor commented  · 

    Sometimes a client may have multiple businesses, but may operate under the same email. It would be helpful to be able to create contacts with the same email address and name, but be able to change the business name and have it as a separate contact within PandaDoc