Settings and activity
19 results found
-
4 votes
An error occurred while saving the comment Aila Soria supported this idea ·
-
2 votes
-
15 votes
An error occurred while saving the comment Customer is requesting if this can be included in the documents where their recipients can draw sketches in each document.
-
231 votes
We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
An error occurred while saving the comment A customer reported that they are trying to send 200 legal agreements in bulk, and they need each email to feel personalized with the recipient's name. Why this is important:
1. Sending generic, one-size-fits-all emails doesn't feel professional for legal documents.
2. Sending them one by one manually defeats the whole purpose of bulk sending.
When sending important documents like legal agreements, recipients expect a personalized greeting. Being able to use something like [FirstName] in the email message is essential for making bulk sends feel appropriate for that use case.
-
1 vote
-
1 vote
-
2 votes
-
2 votes
-
2 votes
-
2 votes
-
2 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
https://support.pandadoc.com/en/articles/16442466-conditional-approvals-with-quotes-new-experience
-
2 votes
-
2 votes
-
139 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment After the document goes through a signing process, finalization, and correction of any errors, the sender or reviewer will be able to send the final version to the client only.
-
2 votes
-
2 votes
An error occurred while saving the comment Allow payment amounts in PandaDoc documents or forms to be automatically adjusted based on the date a recipient signs (completes) the document.
-
91 votes
The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
-
5 votes
Lindsey Schocke responded
An error occurred while saving the comment When Signer 1 is signing a document with defined signing order, hover text showing Signer 2's info appears on disabled fields; customer requests a way to hide this hover text for privacy.
-
2 votes
Let senders add a surcharge to credit card payments only, so card processing fees can be passed on, while ACH bank transfers stay at the base price. We'd also like this to be controllable through the PandaDoc API, so teams that create documents programmatically can apply it automatically.
Customer need: A customer wants to offer card and ACH in the same document, with the card fee applied only when the payer pays by card. Their previous tool did this automatically.