735 results found
-
Bulk Delete Documents in "Waiting for Others" tab
Bulk Delete Documents in "Waiting for Others" tab
2 votes -
Completed date in reporting that corresponds with final signer
Hi!
Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount…
1 vote -
Alert or notification that a certain phrase is missing in the document
Ensure that a document cannot be signed if it lacks specific phrases or statements. Use case:
Contracts are sent out for signatures, with the client signing first and the CEO signing afterward, finalizing the document. It is necessary to ensure that the document cannot be signed by the client if it lacks specific required phrases or statements.2 votes -
Build reports based on the current document status of the document rather than on the events
At the moment the CSVs generated in the tabs from Reporting -> Data Analytics section ("Leaderboards" and custom reports) are build based on the events. For example, if in the dropdown in the top left corner is configured for "Completed" document only, the CSV will contain the documents that were EVER completed (such documents may have been manually transferred to "Declined" status later). Such a method was chosen because of the technical limitation (reporting service doesn't contain the data about document status). The feature request is to build reports based on the actual status of the document, but not on…
2 votes -
Ability to add a custom field column in a Report (such as fields used with integrations)
Ability to add a custom field column in a Report (such as fields used with integrations)
6 votes -
Mark document as Void and resend
Option to add VOID across a document that has already been sent and signed by all parties (and then resend)
5 votes -
Page layout UX improvements
Currently, if an individual page's layout is updated, it will no longer follow the global layout settings. However, if no changes are made to the individual page layout, it will continue to respect the global settings.
1 vote -
Option to remove the white bar in the embedded document view
When you embed a document there is a white bar at the top which has the document name and a drop down to change the language. If you're not using multi-language documents this drop down option is confusing and renders the whole top bar a waste of space. Option to remove it would be helpful and helps bring the document up the page.
1 vote -
Thumbnail/preview on recipient analytics on mobile app
add a thumbnail preview underneath the percentage of time spent to know what slide that is.
1 vote -
quick reminder button right from document list viewing by status
When filtering documents by status, make a buulk reminder button when selecting all docs and also a quick reminder button when clicking the 3 dots on the right of each doc
1 vote -
2 votes
-
List of Documents with Transferred Ownership: View the New Owner
View which documents had ownership transferred - view who the new owner is
3 votes -
Edit how Comments are shown
Have the ability to change how, when, and the names from commentors are displayed when editing template
1 vote -
Edit Signer information after signed
Ability to change signer information (Change or add e-mail address) after signing the document.
1 vote -
Filter timeline by user
Ability to filter the timeline by user/document owner.
1 vote -
Bulk send already created draft documents
Bulk send already created draft documents
5 votes -
Document bundling: option to mass update documents/templates
Option to update or edit a template/document and dynamically mass update bundled templates/documents
5 votes -
Restrict users from declining a document after a specific amount of days
Restrict users from declining a document after so many days
Example:
1. The contract was signed on May 1st.
2. On July 14th, a manager decides to decline it
3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed2 votes -
2 votes
-
Ability to fax PandaDoc
Ability to fax PandaDoc
45 votesWhile we don't have a way to directly fax a PandaDoc, we now offer PandaDoc Online Fax! You can send 20 pages from your computer for free. Currently, you can digitally fax documents from anywhere in the world, and receive digital faxes in the US and Canada.
- Don't see your idea?