706 results found
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Auto upload signed contract into Monday CRM files
Is there anyway to automate an upload of a signed contract PDF automatically into the Monday CRM?
That would save us so much time of data backup!!
2 votes -
Manually arrange folder placement
The ability to move/arrange the folder placement within PandaDoc.
2 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.
2 votes -
Split documents to save in different folders
The ability to split documents into different folders.
i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder
2 votes -
2 votes
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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)
2 votes -
Notify sender about documents that are left unsigned
Set notification for senders when a document has not been signed after X number of days.
2 votes -
Report showing failed documents by workspace and user
For a report to be available in the dashboard showing below
1. Failed Sent Documents by Workspace and User
2. Summary of failed documents on a daily, weekly, and monthly basis
3. Show senders error messages of why the documents FailedThis will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document
2 votes -
option for the signer to sign first and then view the document
option for the signer to sign first and then view the document
2 votes -
Saved Messages in Bulk Send
Ability to pull the saved messages in bulk send feature
2 votes -
transfer signer to another link after document completion
THe functionality to transfer signers of a form/document to another web page after document completion.
2 votes -
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
2 votes -
option to change "by" for sent documents
option to change "by" for sent documents
2 votes -
Salesforce integration - pull multiple related records on a document
It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).
Thank you for your consideration!
2 votes -
Export list containing document name, template used, and HubSpot object ID from a document
Export list containing document name, template used, and HubSpot object ID from a document
2 votes -
Download: PTX/P12
Ability to download documents as PTX and P12
2 votes -
Ability for a third party/ non recipient to view a completed document that was forwarded to them
You can forward completed documents, but the nonrecipients can not view the document.
2 votes -
Ability to view how a recipient paid/payment method inside of a document
Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.
2 votes -
Conditions: Send/Show Document Based on Fields
The ability to send documents based on the chosen field of the signer
2 votes -
Video Call with a Client
We'd like to be able to schedule a video session with a client via PandaDoc
2 votes
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