724 results found
-
1 vote
-
Ability to view how a recipient paid/payment method inside of a document
Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.
2 votes -
Access public documents by filling out the email address (not a form).
Access public documents by filling out the email address (not a form).
1 vote -
Ability to create new statuses/rename existing ones.
Ability to create new statuses/rename existing ones.
1 vote -
Ability to edit document title after its been completed
Feature to edit just the title of a document after its been completed.
1 vote -
Ability to filter by team in the Admin view of the Dashboard
Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.
So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.
5 votes -
Conditions: Send/Show Document Based on Fields
The ability to send documents based on the chosen field of the signer
2 votes -
Home: change tabs order
Option to reorder tabs at Home
3 votes -
Enable document forwarding when using recipient verification
Option to use document forwarding when the recipient verification is enabled
1 vote -
Disable recipient download/print PDF option for a document but send PDF copy via email after signing
Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.
5 votes -
Video Call with a Client
We'd like to be able to schedule a video session with a client via PandaDoc
2 votes -
Restrict download bundle as separate files
A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.
1 vote -
Able to search for the documents of a deleted user in the documents tab by 'Owner' filter
detect the documents of the deleted user in the document filter owner
4 votes -
Ability to create your own home page filters
Ability to create your own home page filters for sorting documents
4 votes -
Check if recipient made a screenshot of the document
Option to check if recipient made a screenshot of the document
1 vote -
Option to have filter by user in the Document Activity (Dashboard)
- Will allow the user to filter by user in Document Activity [Home]
2 votes -
Second signer is required depending on the rule
Option to set a rule where the second signer is only required if their presence is indicated
1 vote -
2 votes
-
Co-Owner Role for documents
It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office
3 votes -
Required password/verification for users to upload document
System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.
3 votes
- Don't see your idea?