551 results found
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11 votes
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waiting for payment and paid Doc statuses outside of payment integrations
Allow to set waiting for payment and paid Doc statuses outside of payment integrations
10 votes -
add photo in the signature certificate
add photo in the signature certificate
6 votes -
More filters for documents
Sort the document by status and direct period of time.
13 votes -
Filter documents by created date
For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)
7 votes -
QRCode
For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.
2 votes -
3 votes
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Adding a note with document ownership transfer
Adding a note when you transfer a document
2 votes -
The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.
The option to restore signed document after pressing Edit button.
66 votes -
Simplify Manual to Complete Status Change
Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)
This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…
4 votes -
Tags For Documents Made From Template/Uploaded
To have the option to sort documents made from templates or uploaded
4 votes -
Bulk Send: Download all completed documents in one
Bulk Send: Download all completed documents without going to each folder.
13 votes -
Integration with content management system
Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.
2 votes -
Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
11 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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Electronic Vaulting
Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank
4 votes -
Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document
Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document
1 vote -
Limit Bulk Send User
Limit the user of the bulk send
1 vote -
Mass select documents using ctrl or shift
it would be nice to be able to hold shift and select multiple documents at once
2 votes -
2 votes
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Additional permissions/settings for document status
Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"
2 votes
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