172 results found
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Reducing Input Lag while Typing in Boxes
There seems to be a lot of input lag lately on here. I will begin typing into boxes on a document at a moderate pace only to see that half of what I typed was actually registered by the system. Then I have to go back and type one letter at a time until it shows up. It significantly slows down the process of completing documentation.
While user internet speed and processing speed play a part, I have used PandaDoc on a few different devices using different WiFi/Ethernet connections and have experienced the same lag.
Thanks
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1 vote
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variable for approval date to be effective date
Variable for "approved dated" to be effective date of the contract.
1 vote -
Mulitple separate approvers on one template
Customer is looking for the ability to have multiple approvers on one template (with the document creator having the ability to choose which of those individuals will be the approver). Ex: there are 4 individuals who can approve the document and based on certain scenarios you would choose who of those four is the appropriate approver. If Approver 1 fits the criteria for this scenario, then I could select that only Approver 1 be the approver on the document and it would only go to that individual
1 vote -
Send up to 20 docs in a bundle
Ability to send up to 20 documents in a bundle instead of the current 10 docs.
1 vote -
Unpublish Form on the specific date
Option to make a form to be unpublished on an specific date
1 vote -
Option to set a user as just an APPROVER of specific documents in a workspace
Option to assign a user to be just a document approver.
1 vote -
Ability to add a Template and have its approval retain as part of the Main Document.
Ability to add a Template and have its approval retain as part of the Main Document
1 vote -
Document download approval
Very few of our users ever use the PandaDoc to send documents or collect signatures. Most of them, at least as far as I understand, will use the templates to create a document, then just download it, print it out, and deliver it person to collect an in-person signature. From what I can tell, the downloading of documents is not subject to the approval workflow process, regardless of whether the button says “send” or “send for approval.”
So at least as far as I can tell, if we were to set up an approval workflow on a template, that’s not…1 vote -
Status for recipient in approval workflow
Change text in analytics for recipients to "not sent yet" when a document is in the approval status
1 vote -
PrintDriver
It would be nice to have a printdriver feature that allowed us to print from our tax software or adobe directly to PandaDoc and not have to print to adobe them upload the document to PandaDoc.
1 vote -
conditional signatures
to be able to automatically assign a designated email to a role based on specific rules
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1 vote
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1 vote
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send the document to recipients first before sending for approval
send the document to recipients first before sending for approval
1 vote -
scheduler that i can autosend an approval document each day
scheduler that i can autosend an approval document each day
1 vote -
Have a check point between signers
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.
1 vote -
custom roles can be approvers in workflows
allow custom roles be approvers in workflows
1 vote -
restrict document owner to sign before document approval
restrict document owner to sign before the document is sent for approval
1 vote -
1 vote
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