499 results found
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Categorize / Group PandaDoc contacts
Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.
25 votes -
Able to use Variables in titles when sending documents via Bulk Send
Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.
10 votes -
8 votes
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Custom Electronic Disclosure Message
Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.
11 votes -
Custom date with business days after signing date
With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.
4 votes -
67 votes
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Recipient Analytics Reporting
Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).
4 votes -
Custom fields in contacts
Customer would like to create a custom field under contacts
13 votes -
2 votes
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2 votes
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Permission: restrict users from downloading unfinished documents (those not completed) in DOCX format
Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format
3 votes -
Hyperlink attachments within documents for quick navigation
Option to hyperlink attachments within documents, allowing for quick navigation between different sections.
2 votes -
2 votes
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2 votes
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add custom tabs inside rooms
The ability to add tabs inside of rooms aside from the ones already generated i.e documents&files tab
2 votes -
Add a filter to waiting for others
Add a filter waiting for others section so they keywords and recipient's email/name can be used
2 votes -
Payment pop ups before clients have viewed the document
Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.
2 votes -
2 votes
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Nicknames and Notes in Contacts
Ability to add nicknames or notes in contact feature
2 votes -
Signature Certificate shows the phone that was used for the text verification
Signature Certificate shows the phone that was used for the text verification
2 votes
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