333 results found
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Embed link to pandadoc so if you click the link it will not open a new window
Embed link to Pandadoc so if you click the link it will not open a new window
2 votes -
Ability to move the position of the reference number
Ability to move the position of the reference number in the PDF of a completed document, for example, from bottom left to top right.
2 votes -
Change recipient details on a completed document without editing the document
Update the recipients without editing the completed document
2 votes -
link document to another document
When we have a signed agreement, that agreement can be linked to another agreement.
3 votes -
dropdown option to be alligned to the text
The text on the dropdown option should automatically aligned with the text format
4 votes -
Option to set time zone for notifications
To have the option to set a time for notification since we do not want to receive notification during weekends
2 votes -
Filter to Exclude Moved Documents (i.e., Documents in Folders)
Ability to filter document view to exclude documents that have already been moved into folders, so they can focus only on unorganized or standalone documents.
2 votes -
Reporting - export all documents associate to a specific template
Ability to export all documents associated with a specific template and include the actual data completed by recipients as part of the document. I need it for reporting purposes.
2 votes -
Restrict recipients from accessing other recipients' document link
Have an option to restrict other recipients from accessing others' document links to prevent them from signing a different document.
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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Filter Zapier generated documents
Ability to filter Zapier generated documents
3 votes -
Actions Required: Be more specific with the status
Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".
3 votes -
duplicating the same product multiple times with different column values directly through rules.
duplicating the same product multiple times with different column values directly through rules.
2 votes -
Restrict who can approve requests to access documents as a collaborator.
Restrict who can approve requests to access documents as a collaborator.
Currently, we’ve identified that any user (even users on Member role who created the document) who shares a link can approve an access request when a third party tries to open that link without having the proper permissions. This poses a risk to our internal controls.
We kindly request that only administrators be allowed to approve access requests to documents shared via links.
2 votes -
Require Attach a file when manually completing documents
if consent form status is changed manually to completed then do not allow use to change it until evidence file is uploaded.
2 votes -
send a follow up email that the document was paid
send a follow up email that the document was paid
2 votes -
Keep template source for duplicated documents
Currently, when a document is duplicated, it loses the connection to its original template. The source is the document, instead of the template.
2 votes -
Ability to have a more flexible search option
Have the ability to be more flexible when searching for documents.
For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.
3 votes -
Send via SMS: show phone number in audit trail
When sending the document via SMS the number should appear at least on the audit trail
6 votes -
Ability to keep the expired status of the imported documents
When importing an expired document it should keep the expired status
2 votes -
Disable the option to manage recipients for sent document
When a document is on set status, the option to add a recipient on the sent documents should be disabled
2 votes
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