486 results found
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Better setup and formatting for documents when they are downloaded by the Recipient
Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)
3 votes -
Being able to extract existing graphics from the Reporting feature
Being able to extract existing graphics from the Reporting
3 votes -
When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups
When adding Smart Content with Conditional rule make sure that the document has been correctly setup without blank pages or break ups. Many of the pricing tables and table blocks break or show in document has divided. Each user needs to review the document before sending it out.
3 votes -
2 votes
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Ability to add Document Tags while viewing the document
At the moment, we can only add tags while on the document list. It would be great if it worked while viewing the document too.
1 vote -
Hide documents from others
Hide created documents from other members within the workspace
1 vote -
clickwrap agreement feature
Customer would like to have a feature for clickwrap agreement when they sent in the document
1 vote -
4 votes
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Map Number Sequence in Fields
map the sequence number to a field WITHIN the document
2 votes -
Gray email notification background
The customer wants to eliminate the gray email background notification when they receive the document.
1 vote -
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
1 vote -
[Bulk Action] Download Notarizations
The ability to download notarizations in bulk.
1 vote -
TOC for Imported PDFs
Allow for imported PDFs containing a TOC to work the same as our TOC in the editor, when they click on a section from the TOC it will take them to the corresponding section in the document of the imported PDF.
1 vote -
use a corporate name instead of a person's first and last name in contacts/recipient
hi,
i often send document for a signature of a coporate contract.
but the existing box are only first and last name.. it is missing corporate name for such a use.i think it could be great to add this field
1 vote -
1 vote
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Reporting to display email delivery rate.
Reporting to display email delivery rate.
1 vote -
PandaDoc <> Insightly Roles and Permissions
I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'
2 votes -
Countersign a completed document
The ability to countersign a completed document without uploading a copy.
1 vote -
Set Saved Messages for Specific Users
Ability to create a set of Saved Messages made available for specific users of a workspace to choose from, disabling the feature for them to create their own.
1 vote -
Change payer after sending document
Customer would like the option to be able to assign or change payer after the document has been sent
4 votes
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