719 results found
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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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1 vote
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Home: Recognize signing order for documents under 'Actions Required' tab
A note or indicator showing the signing order hierarchy for documents that require a user's signature but is not yet the current signer.
1 vote -
1 vote
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1 vote
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1 vote
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the audit log of the signatures
the audit log of the signatures
1 vote -
Disable the send button on the document level
Disable the send button on the document level
1 vote -
1 vote
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link the invoice document created from PandaDoc to a Quote that we have submitted by PandaDoc
link the invoice document created from PandaDoc to a Quote that we have submitted by PandaDoc
1 vote -
Phone number validation
We need to implement phone number validation (i.e. US only) when sending documents with recipient verification
1 vote -
Ability to set up automatic documents deletion.
Ability to set up automatic documents deletion.
1 vote -
1 vote
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Show how what signers completed the doc
What signers completed the doc that is not completed by all yet
1 vote -
download a completed PDF with the emoji
download a completed PDF with the emoji
1 vote -
custom email when the PDF of the completed document
custom email when the PDF of the completed document
1 vote
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