714 results found
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Add tag colors for further organization
The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.
2 votes -
2 votes
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2 votes
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2 votes
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2 votes
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HBSC account direct payment
Make payments go to HSBC account directly instead of going through PayPal or Stripe.
2 votes -
2 votes
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2 votes
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SMS verification for bulk send
Have the ability to add in SMS verification to bulk send
1 vote -
[Document.SeqNumber] to add a new sequence number to the added document
To have an option where each of the further added documents to an already created document will have a new sequence number
1 vote -
1 vote
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1 vote
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Option to add metadata to documents not using API
Ability to add metadata to documents created from templates using the PandaDoc editor.
1 vote -
1 vote
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1 vote
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Metrics and reporting api (Status and Document Analytics)
API document by status - drilldown to identify the document for follow up
API document analytics
Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
example: how many documents are opened but not complete
example: data on time it's been open and not signed/completed.
have drilldown into the document to follow up with the recipient to move the document to complete1 vote -
1 vote
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1 vote
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Export List of all Recipients who have signed a document
The feature that will allow users to generate a report that shows all contacts/recipients who have signed a PandaDoc document with the document status indicated.
1 vote -
1 vote
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