777 results found
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ability to add a rule to change from viewed to completed
ability to add a rule to change from viewed to completed
3 votes -
32 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Email tracking each time a document is being opened
every email open means someone is thinking about their quote
so it would be an awesome feature1 vote -
Skip/remove or override a signer the signing order
Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)
20 votes -
Signature Fraud Warning
Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.
1 vote -
"awaiting your signature" in dashboard
Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.
Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.
15 votes -
72 votes
The status of this suggestion is currently unchanged. Please check back for updates.
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Show sending date instead of creation date in Inbox
The ability to change the date under your name in your Inbox in PandaDoc - sending date should be visible instead of the date when a document was created.
3 votes -
Document Portal
Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.
4 votes -
limit ability to clone completed documents
Would like the ability to lockdown end users from being able to clone completed documents. (Improve best practices)
1 vote -
1 vote
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1 vote
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Add recipient's first name and last name while forwarding
After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)
6 votes -
Multiply cost of product by additional multiplier column
The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
EXAMPLE:
This customer is buying licenses that are £5…6 votes -
Send document download to other party
A feature to add users who may need to download a completed document that aren't in the signing or sender parties.
1 vote -
We need to customize the completed document when downloaded it can be with or without footer
We need to customize the completed document when downloaded it can be with or without footer
1 vote -
[Search] more Template filters
Would like to have more filters for the templates. Like top 3 used templates.
12 votes -
Reduce steps to "Upload New Document" after the first one.
Currently after you click "send" it opens a window that says "Create New document", then you have to choose "Blank", then you have to choose "Upload file".
I have to often upload several different documents in a row, so it would be nice if there was an option to "Upload New Document" right after hitting "send" from the previous one.1 vote -
[Bulk send] Easier way to bulk send (without CSV)
An easier way to bulk send a doc (without having to prepare a CSV file)
8 votes -
Alert when the document's name already exist on the account
system to detect that a quote name already exists, so it gives us an alert or something
1 vote
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