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can add a link to template or document and make it mandatory to click before completing the document.
can add a link to template or document and make it mandatory to click before completing the document.
4 votes -
[Bulk send] Easier way to bulk send (without CSV)
An easier way to bulk send a doc (without having to prepare a CSV file)
4 votes -
Assign date to Signatures
Assign specific dates from which the recipients may sign the document
4 votes -
4 votes
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4 votes
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4 votes
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Searching a contact within the Contacts tab by postal code/phone number/street address
Searching a contact within the Contacts tab by postal code/phone number/street address
4 votes -
4 votes
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ability to search for those who have not signer /opened a document yet
ability to search for those who have not signer /opened a document yet
4 votes -
4 votes
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Route CRM generated documents into PandaDoc folders
Route CRM generated documents into PandaDoc folders
4 votes -
Add indicator for expiring soon documents
I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document
Request was added for Mobile app, but could be a common request.
4 votes -
4 votes
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Adding tag qualifies as document modification
When tag is applied the date modified time stamp should update. This would allow for better reporting.
4 votes -
4 votes
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Specify how the payment is made (ACH, Card)
Specify how the payment is made (ACH, Card)
3 votes -
3 votes
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advanced search tool
ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.
3 votes -
automatically set document sender: conditional document sender
I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?
3 votes -
ability to change the internal name on sent documents
Now we can rename a sent document from the Documents section only, however, as we open a document, the previous document name stays on the top left of the cover page
3 votes
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