767 results found
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Ability to edit the installment date after the 1st payment has been made
Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.
2 votes -
Folders appear on the Home page
Folders appear on the Home page
4 votes -
Document usage / tracking for how long users are editing documents
Similar to the tracking available for views/clicks once a document has been sent, the leadership at my company would like to be able to track how long our users are spending creating / editing a document, in order to track improvements in efficiency. The report about time from created to sent includes all time spent waiting for information or outside of work, we would like to see only the time spent in a document!
1 vote -
SMS verification for bulk send
Have the ability to add in SMS verification to bulk send
5 votes -
[Upload} Increase File Limit from 10 to more than 10
Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.
2 votes -
Disable certain document delivery options for specific users
Disable certain document delivery options for specific users, f.e. keep email delivery only for one user
2 votes -
Send document using 3rd party email
Ability to send documents using 3rd party email instead of Pandadoc email
2 votesHi,
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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Document bundling: Conditional Document Access
Customer would like the second document in document bundling not accessible unless the first one is signed.
2 votes -
Exclusive Folder Sharing Capability for Specific Users
Customer would like to have an option to share folder containing document to a specific user only
10 votes -
Percentage of the completed and declined documents in the Home page
Percentage of the completed and declined documents in the Home page
2 votes -
Use variable (with the link) in redirect feature
Right now when someone signs, we are pulling an SFDC and having them click that link. On the contract redirect after completion, can that link be an SFDC variable?
2 votes -
Bulk send already created draft documents
Bulk send already created draft documents
6 votes -
Set the same document sequence number for several documents
Set the same document sequence number for several documents (in case several documents are sent for the same recipient)
2 votes -
Bulk Delete Documents in "Waiting for Others" tab
Bulk Delete Documents in "Waiting for Others" tab
2 votes -
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 -
Option to resend a completed document to one of the signers for re-signing
Option to resend a completed document to one of the signers for re-signing (without editing the document)
3 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 -
Change document status to "In Process" after one of multiple recipients has signed.
Change document status to "In Process" after one of multiple recipients has signed.
6 votes
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