905 results found
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Add the option to password protect documents sent via bulk import
Add the option to password protect documents sent via bulk import.
1 vote -
Extend/ adjust time period of Home screen (currently default is 1 week)
Recently, the time period for the home screen was changed to one week. Would like the ability to extend that time to multiple months.
2 votes -
redirect to work with the downloaded file
Redirect to work with the downloaded file
4 votes -
Additional notification before sending an empty email with a document
There should be an additonal notification asking a user whether they want to send an email to a recipient without any content if they don't add any.
2 votes -
Download PDF: Show the Initials and Signature fields when downloading a Template
Have the ability to download a Template while the Initials and Signature fields are showing, even when blank.
2 votes -
Alternatives to retreieve a signed document
Alternative to retrieve a signed document. Adding a version control to easily protect the singer and sender if a signed document accidentally edited.
1 vote -
Fix defect: navigation bricking when Folders are top level
When a Folder is at the top level, both navigation and Document move/copy functionality are completely bricked. Major program defect. Documented in support Ticket #76173928: "Issue with Folder and Room Structure Affecting Document Copy and Move".
Solution options:
1. Prevent use of Folders at top level, require it must be Rooms.
2. Make program navigation and document move/copy navigation work if Folders are at the top level.1 vote -
Home: show just the completed status on the finalized view, and will not show signed
To show just the completed status on the finalized view, and will not show signed
3 votes -
expiry date to be editable after expiry
What I run into most of the time is, when an expiry date is set, the customer will cut it close to the wire to that date and then sign it. However, the contract then gets expired right after as we are the counter signer post expiry date.
It would be useful to be able to overide the expiry date rather than to edit the contract, and resend for signature to everyone.
1 vote -
Option to export contacts with links to PDF/Documents
Option to export contacts with links to PDF/Documents
1 vote -
Home: document overview option
We are missing the home screen view that put documents into different tiles. It was removed in the recent update, please bring it back!
2 votes -
Ability to Change Time Zone for Timestamp in Signature Certificate
The ability to change the time zone of the timestamp for the certificate of signature. The time zone can be changed but it may confuse users and signers since time is different as it shows as UTC
1 vote -
Bi-weekly billing period option for recurring payments in document
Bi-weekly option for recurring payments in documents. Currently you can only select either Weekly, Monthly, and Annually for recurring payments on the Document.
There's a similar request like this, but specifically for products: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/48697445-bi-weekly-billing-period-option-for-recurring-prod
2 votes -
Option to automatically minimize the right-side panel on document editor.
Have an option to automatically minimize the right-side panel when opening a document for editing.
5 votes -
On the document viewer page add a link to force out a reminder email.
On the document viewer page add a link to force out a reminder email. Allow for the multi-selection of documents to bulk email reminders to multiple signers.
On the dashboard, include an overview of sent documents that remain unsigned, listed in order of which will expire first.1 vote -
Reporting: Custom date ranges that go to a future end date
Have the ability to start a report that ends at a future date without having to alter the custom date each time. For example, Today is February 13th and I would like to create a report for this quarter that collects data from the start of the year to the end of March for the first quarter, then start a new report for the next quarter, etc.
1 vote -
BRING BACK TRANSFER DATA!!!
I understand that a new version is being built, but in the meantime WE STILL NEED THIS FUNCTIONALITY. Honestly, this is a core feature of PandaDoc, and it's borderline unusable without it. This feels like a bait and switch, and I may ask for a partial refund. We have built our workflows around this feature for years. The WHOLE POINT of PandaDoc is to avoid data entry between documents. I am livid.
I also see that the early access version of the new experience does not include payments. Why not???? Another core feature that's now baked into our business processes.…
1 vote -
Reporting: Suggestions/ Comments
Ability to filter or get data based on suggestions or comments.
2 votes -
Document bundle: Ability to drag and drop content from one document to another in the bundle
Ability to drag and drop content from one document to another when having document bundle
2 votes -
3 votes
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