736 results found
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Option to resend a SMS reminder if a recipient's phone number has been changed
Option to send an SMS (text) reminder if a recipient's phone number has been changed. For example, if the reminder failed to send because the phone number was entered incorrectly, you need to wait 24 hours to change the phone number and send the reminder again, even if the first reminder didn't go through.
1 vote -
Option to send more than one SMS reminder during the 24-hour period
Option to send more than one SMS reminder during the 24-hour period
1 vote -
the audit log of the signatures
the audit log of the signatures
1 vote -
Disable the send button on the document level
Option disable the "Send" button on documents created from certain templates. The flow is the following:
When a representative creates a document from a template and the approval flow is disabled, they should not be able to send the document immediately. Instead, the document can only be sent via an API call after it has been approved by the external approval flow.1 vote -
Option to sign the document only after watching video
The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.
2 votes -
Manually change the document status from completed to approved
Manually change the document status from completed to approved
2 votes -
"Select All" Filter in Reporting
When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.
3 votes -
1 vote
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Linking PandaDoc Invoices to Submitted Quotes via PandaDoc
link the invoice document created from PandaDoc to a Quote that we have submitted by PandaDoc
1 vote -
2 votes
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Phone number validation
We need to implement phone number validation (i.e. US only) when sending documents with recipient verification
1 vote -
Ability to set up automatic documents deletion.
Ability to set up automatic documents deletion.
2 votes -
option to download signed copies under audit trail
if a document was signed by the client outside PD and manually uploaded, it does not download that copy. Is there a setting in the download screen that we can trigger to include the signed copies under audit trail?
2 votes -
1 vote
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Show how what signers completed the doc
What signers completed the doc that is not completed by all yet
1 vote -
Bulk send already created draft documents
Bulk send already created draft documents
5 votes -
Require recipients to complete document attachments
Require recipients to complete document attachments
2 votes -
Option to bulk create documents via CSV file
Ability to create document from csv just link in Bulk Sending but not actually sending them out
3 votes -
Document addendum
Document addendum:
When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.1 vote -
custom email when the PDF of the completed document
custom email when the PDF of the completed document
1 vote
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