Settings and activity
39 results found
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6 votes
An error occurred while saving the comment Alvin Jorge PandaDoc supported this idea ·
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8 votes
Valeryia Baranava responded
An error occurred while saving the comment When testing our bundled templates, we noticed that it's very easy to move from one required field to the next by clicking the "Next" button. Our concern is that parents/clients may simply jump through the required fields without reading the full document or understanding what they are signing. They are also likely to skip optional fields that we would like them to complete when applicable.
Is there a way to disable or remove the "Next" button so users are encouraged to review the entire document before signing?
An error occurred while saving the comment Remove the Next button navigator when signing the document
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2 votes
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3 votes
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18 votes
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2 votes
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2 votes
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1 vote
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16 votes
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2 votes
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11 votes
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2 votes
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2 votes
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3 votes
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18 votes
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11 votes
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16 votes
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58 votes
We wanted to share an update regarding this 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.
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2 votes
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3 votes
Feedback from booking@crowdtheoryent.com (UUID: 3Z6Dvm6jzxChkqExciHmwb):
That is something the product team should absolutely solve immediately. We spend $90 a month on this software, and this is not the kind of problem we should be dealing with for software this expensive.
I have to send this email to our client. This makes our company look bad. We cannot continue using PandaDoc if a VERY BASIC feature like this does not exist. Emails like this are hurting our business:
Hi Jessica,
Thanks for checking in! Yes, please disregard the automated payment reminders.The final payment is not due until next May, and it looks like the due date was entered incorrectly in the payment settings for the signed document.
Unfortunately, PandaDoc does not allow us to simply turn off those automated payment notifications after a document has been signed. To stop the reminders, we would need to issue a corrected version of the document with the proper payment due date.
If you’d prefer, I’m happy to send that over for Will to re-sign electronically. It should be very quick, and it would resolve the notification issue.
Thank you, and sorry for the trouble!
Our options are two bad options:
1) Annoy our clients with regular payment reminders many months before their payment is actually due
2) Make them take time out of their busy day to resign an agreement because of PandaDoc's surprising limitations.
How is that elegant? Can you please advance me to someone on your product team so I can discuss this with them?