719 results found
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Ability for a third party/ non recipient to view a completed document that was forwarded to them
You can forward completed documents, but the nonrecipients can not view the document.
2 votes -
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 -
Set expiration date when uploading the document
Set expiration date when uploading the document
18 votes -
Enhancement to the 'Transfer Data' function: Pass more information
Transfer more such as Completion or Signature Data.
1 vote -
Generate Report based on Field/Variable Info
The ability to create a custom Report using Fillable Field and/or Variable information.
5 votes -
Conditions: Send/Show Document Based on Fields
The ability to send documents based on the chosen field of the signer
2 votes -
Disable Home
Disable Home and keep only Team dashboard
1 vote -
Enable the ability to dictate which folder a document created from a template is added to
Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.
1 vote -
Video Call with a Client
We'd like to be able to schedule a video session with a client via PandaDoc
2 votes -
Completed documents in folders should remain hidden
Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.
1 vote -
Home: waiting for others tab for all documents within workspace
Option to have Waiting for others tab for all documents within workspace
4 votes -
Ability to bulk download signature certificates exclusively.
Ability to bulk download signature certificates exclusively.
3 votes -
Ability to customize button placement within document level
i.e the ability to change where certain buttons are placed like the download/print button.
3 votes -
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 -
1 vote
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1 vote
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1 vote
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2 votes
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send 1 email with all of the signers in the "To"Â field and email address in the "CC" field of the same email
The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients. In your app, I chose my email address as a "CC". In any email system, there is a "To" field and a "CC" field. What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.
5 votes -
1 vote
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