324 results found
-
option to hide documents (don't want to delete them, but want them hidden)
option to hide documents
10 votes -
report of recipients who haven’t signed and also who have signed documents
be able to download a report of recipients who haven’t signed or signed the documents
10 votes -
Email added to the Latest Activity
When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).
2 votes -
Document value based on variable
Option to set document value based on variable
4 votes -
Set (all) Field Defaults by Workspace
The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.
For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.
5 votes -
Option for Email Aliases
Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.
15 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
4 votes -
Filter documents by Contacts
Have the ability to filter documents by contacts.
3 votes -
Manually change the document status from Paid to Declined
Manually change the document status from Paid to Declined
3 votes -
hide the option to Create a trial account when the document is completed
hide the option to Create a trial account when the document is completed
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
-
Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document
Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).
8 votesLindsey Schocke responded
-
Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
2 votes -
Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
5 votes -
option to place image or GIF in "Send document" message
option to place image or GIF in "Send document" message
3 votes -
Option to show the signer who completed the document in the reporting feature
Will allow the user to view who signed the document in the reporting feature
5 votes -
Outbound Email Audit Log: See Email Message Content Sent to Customer
I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?
4 votes -
Document sequence: include dynamic months and years
Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.
3 votes -
Have Signature Certificate separated from the document and sent as a separate document / email.
Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document
7 votes -
add tags to multiple documents
adding tags to multiple documents
20 votesValeryia Baranava responded
-
export document data
export document data on waiting for signatures into excel
14 votes
- Don't see your idea?