710 results found
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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 -
Ability to generate URL for filtered documents list or set up default filtering options on workspace level
I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters
2 votes -
2 votes
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2 votes
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2 votes
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Ability to limit document creation for account users
Ability to limit document creation for account users
2 votes -
Separate documents from the bundle after partial signing one of the documents in a bundle
Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.
2 votes -
Report on any document that I am a signer
I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.
2 votes -
Condensed version of documents
Is there a function or possibility on our signed documents to make a condensed version?
The reason I ask, internally we only need about 3 pages of the 12-14 that are on very document, these are normally the same 3 pages.
2 votes -
Document Analytics: See Date and Time instead of Number of Days Passed
Document Analytics would be easier to see the date directly instead of the number of days passed.
2 votes -
to be able to bundle the signed document and a new one
The signed document can be added as PandaDoc document to a new document which is not signed.
2 votes -
Attachment on email body: use attachments in saved messages
Can I add an attachment to that message while in the PandaDocs environment?
(email body before sending document via email)
2 votes -
Charts for Reporting
Graphical representation reporting - pie charts and other visuals
2 votes -
2 votes
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2 votes
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