695 results found
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Sort documents by specific year or month
Be able to sort by a specific year or month.
2 votes -
Export the list of expiring soon documents
Option to export the list of expiring soon documents
2 votes -
2 votes
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2 votes
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Ascending/Descending document status
Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".
2 votes -
pdf download without verified signatures
It would be great if there was an option to download a pdf without the verified signatures. It's causing my adobe acrobat to time out and have a conniption. I think it would also be a smaller file, so I could attach it in my practice management software.
2 votes -
Advanced Date Validation
Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)
2 votes -
Recipients sign document prior to viewing documents
Client would like recipients to sign document prior to viewing document as a form of receipt of received document.
A legal way of gaining their acknowledgment of receipt
2 votes -
darker signature
make signature darker
2 votes -
Unassigned option on Owner filter
Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.
2 votes -
Transfer data will also include other document contents
Transfer data will also include other document contents
2 votes -
Delete the document as a recipient
It's good when your workspace is neat and there are no unnecessary documents cluttering it up, so being able to delete a document, when I am the recipient, is essential
2 votes -
Separate view for documents with comments (resolved and unresolved)
Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)
2 votes -
analytics activity - viewed
My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.
2 votes -
2 votes
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Generate report on the time of document signing
Ability to generate a report on the time when the document was signed
2 votes -
option for recipient to save the signed document to their own PandaDoc account
option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.
2 votes -
Changing the information without touching the components of the document
Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.
With DocuSign,…
2 votes -
Download completed document in docx format
Download completed document in docx format
2 votes -
View Customized Document Values in Reports
Be able to use the customize button for the Document Values within Reports
2 votes
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