866 results found
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Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
This is confusing to some customer.
4 votes -
Passcode: Prepopulate the passcode
The ability to autogenerate the passcode and not manually type it in the system.
2 votes -
Simplify Document Creation and Sending Process
Reduce the number of steps required to create and send a document to streamline the workflow.
4 votes -
Calendar format date picker for setting expiration date
The ability to indicate a specific date or choose a date from a calendar for document expiration instead of putting in a number of days.
3 votes -
To include cc'd users in the email received by signer
It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.
2 votes -
Share tags across workspaces
Option to share tags across workspaces
1 vote -
GCLID parameter support
A solution to track the GCLID when a customer signs and pays a contract via PandaDoc.
1 vote -
Failed recipient verification notice
Ability to display in the Latest Activity if the client has failed recipient verification, or to send an email notification to the sender if the recipient fails the verification process.
1 vote -
Modify Email Body
Allowing the option to edit the email subject and body when adding CC recipients to a document sent via a link.
2 votes -
Smart content block: keep the block if the document was pulled back to Draft
We’re also finding this happens before the document is “Sent.” If it needs to be pulled back while going through the “Approval” process, the smart content blocks are removed.
We can add in our process a sanity check to make sure any required optional smart content is selected, but it would be nice if the smart content boxes aren’t removed until after a document completes the “Approval” process.
2 votes -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
19 votes -
Private Attachements to be sent with Documents.
Could there be an option to attach documents in private, such as how commenting works?
Sometimes with our contracts we would like to send supporting documents to internal stakeholders with private information to be shared with them in order to approve the document or complete their part in the signing order.
Currently we can't do this. If supporting documets need to be attached, they can be viewed by all recipients, including external stakeholders who should not be able to view.
When we send a document through PandaDoc we have to manually send an additional email with the supporting documentation.
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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See the note that was added when manually updating a document status within the document.
When manually updating a document status and adding a note to why it was closed, it would be nice to have the note somewhere on the document. Right now nothing shows up on the document when it is closed out and a pdf sent to both myself and the customer. Not having the reasoning why this was closed out and a signature not collected make me have to go back into PandaDoc to track this down. It would be nice to have it more visible right from the dashboard and/or directly on the document in lieu of the signature certificate…
1 vote -
Reporting metrics on users
The ability for reports to show user data/internal rate, for example:
- First response time - time to respond/open a quote once it has been submitted for approval
- Number of edits - number of edits required on documents before approval
- Time to approve quote from submission to approval - see how long the quote approval process is5 votes -
Contract Repository: Fill in data field values for templates/documents in bulk.
Have the option to fill in data field values for templates/documents in bulk instead of one at a time.
2 votes -
Edit Document Filters
the customer wants to be able to customize the filters available for the document and hide/ remove the unnecessary filters
1 vote -
Larger Side-to-Side Dragger for Block Resizing
When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.
2 votes -
Include document status as a standard filter for document repository reporting
Have document status as a standard filter when reporting on "Data" fields in document repository. We did not setup a field for document status, assuming this would be a filter, we added all the fields and data to each document, when pulling reporting, draft and cancelled documents are pulling in without a way to exclude these.
3 votes -
Dashboard - be able to add Customisable Tiles to Dashboard
- add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
6 votes -
Reporting: add reason for decline
Provide reason for declining on Report
3 votes
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