791 results found
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Enable document forwarding when using recipient verification
Option to use document forwarding when the recipient verification is enabled
1 vote -
5 votes
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Video Call with a Client
We'd like to be able to schedule a video session with a client via PandaDoc
2 votes -
Manually change the document status from Paid to Declined
Manually change the document status from Paid to Declined
3 votes -
landscape AND portrait mode support in same doc (when uploading)
We have several companies that provide quotes in landscape mode. Our proposal and several other docs are in portrait mode, so we need for PandaDoc to recognize when a page is in landscape or portrait upon upload and allow for those to be in the correct orientation (OR allow us to rotate any page, whatever can get this to us faster). I understand I can separately add landscape docs to docs that are in portrait, but this adds another step for us right now since these are uploaded in the same file.
6 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 -
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
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2 votes
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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 -
Delay when adding a recipient to the sent/completed document
Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.
1 vote -
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).
1 vote -
1 vote
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Admin and Manager Access to User Workspace Documents without Classified Content
The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.
1 vote -
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:
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add version history to the main title page
a version history could be displayed on the main title page for the template/content library etc. So we can see at a quick glance when something was last updated.
1 vote -
Annotate documents to provide status information
When receiving a large number of docs at the end of the month, it becomes overwhelming to manage them and it becomes difficult to mark off where the docs are at in the process. Feature would be an area to add an annotation to keep track.
1 vote -
2 votes
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