Settings and activity
254 results found
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2 votes
AdminChristopher Ragland (Technical Support Associate, PandaDoc) shared this idea ·
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2 votes
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109 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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6 votes
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6 votes
An error occurred while saving the comment At this time, if text is manually set in a text block and a theme is applied --> the text associated with the theme will not override the text that was manually set in a text block. This can be a pain for users that have hundreds of templates and CLIs.
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52 votes
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!
An error occurred while saving the comment The ability to change the sender in the initial email that reads 'SENDER sent you the document X'. Right now, the sender is the recipient who fills out the initial Form screen. Can it be the creator of the Form?
For more context: If I create a Form in my account and grab the web link and send it to John to fill out, John will get an email saying 'John sent you the document X'. I would like it to say 'Christopher Ragland sent you document X'.
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8 votes
An error occurred while saving the comment The ability to utilize the card details field in the same way it can be used for Stripe - to collect the card details and take a payment at a later time.
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58 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
An error occurred while saving the comment For example, one signer has to take action twice (separately) within the same document. To demonstrate this example, here is the signing order: Signer 1 > Signer 2 > Signer 1 > Signer 3.
Info/signatures are required from Signer 1 and 2 prior to Signer 1 being able to fill out their second portion of the document before Signer 3 receives it. I haven't had success in developing this yet, as I have been unable to successfully have one signer able to receive the document twice in the workflow.An error occurred while saving the comment The customer would like to be able to have the first signer sign the document and then be able to approve it before it gets sent to the second signer -- to make sure all of the information was inputted correctly from the first signer.
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5 votes
An error occurred while saving the comment It would be great if the email received by any recipient included at the very top: "This message was sent to ___, _, and _____." That is, listing out all of the recipients.
I include multiple recipients for almost all of our documents. When I send the document, however, each recipient only sees his/her own name/address in the email header. I understand the reasons for this.
About 25% of the time, one of the recipients will either email me and say "You should have also sent this to _____" or they will forward their copy of the email to another recipient (not using the PD forwarding feature; just forwarding from their email) who will then click on the link in the forwarded email. Of course, when that happens they either can't execute the agreement (if it was a CC recipient who forwarded the message to them) or their name doesn't appear in the signature field (if it was another signatory who forwarded the message to them). It creates quite a bit of confusion for my clients and quite a bit of work for me to have to explain the way PD works.
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13 votes
An error occurred while saving the comment The ability to export the entire content library into a CSV file.
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145 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment The document status reflects as viewed even if one of the recipients signs the document. Could there be another status that reflects if one of the parties has signed the document?
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253 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment The ability to use a pre-signed Template with bulk send.
An error occurred while saving the comment Right now, an image of the signature has to be added and this doesn't provide a correct signature certificate.
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1 vote
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2 votes
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39 votes
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!
An error occurred while saving the comment The other side of this as well - the ability to have a content library item automatically updated in templates and documents that has it.
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1 vote
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1 vote
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4 votes
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2 votes
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!
An error occurred while saving the comment Feedback directly from a PandaDoc user (info@classactnotarial.com): Is there a way to control the page flow during a remote notary session? Something along the lines where the signer views the page as I populate it on the screen, instead of them scrolling ahead in the document?
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43 votes
An error occurred while saving the comment We've had a few suggestions from customers about moving the "Finish" button to the bottom of the page rather than the upper right corner since when they complete the form, they're already focused on the bottom. We have a lot of older folks who complete these forms and it's harder for them to locate the button, even though it's clear and bright yellow in that upper right corner. Just wanted to put this in the suggestion box for you guys. (support@partingpro.com)
Feedback from one of our clients(rosice@ceasefireproductions.com):
The verbiage in the reminder email causes confusion. This is a critical fix due to the issues I have had with clients being able to review contracts at the last minute but the expiration reminders and dates that the document will be unavailable are unclear.
Here is an example in realtime:
Proposal expires at 2/18/2024. Just to be specific I add 12:00 AM in front of the document cover next to the expiration variable to at least give a time so they are aware. Your reminder says this in the email:
The document sent by Rosice Batsuli is available for signing until Feb 18, 2024 and will expire thereafter.
Please review and sign the document or contact the sender for more information.
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Do you see the confusion that is caused just by this one email. "Until Feb.18 and will expire thereafter". Your program actually doesn't allow them to get in on Feb 18 so giving a time would be very beneficial or cleaning up the language to say that the document will not be available on the 18th to make it clear. Dealing with an issue right now as we speak due to your language and lack of being able to edit the actually time that the documents will expire. This has also happened in the past with other clients. Please fix this.