443 results found
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Sending PandaDoc's in bulk with verification code
Sending PandaDoc's in bulk with verification code
2 votes -
Use reporting to create graphs
The client is using our Reporting feature regularly sending out the running numbers for his team. He wants to create a graph showing the numbers of his sales rep if they've achieved their target for X month and compare the supposed target to their running numbers when it comes to creating and sending out the doc to their clients along with the doc dollar value.
This would help him not to create the graphs in Excel and or do this on a manual process from time to time.1 vote -
To increase awareness of PandaDoc for business use
It could prove beneficial to have a free version for nonprofit organisations e.g. like Google Workspace.
1 vote -
1 vote
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WellnessLiving Integration
WellnessLiving Integration
1 vote -
Enable to select one option only for suggest edits
Customer would like to have the option to only enable one option for suggest edits using PandaDoc or Microsoft Word
1 vote -
Ability for users to subscribe to separate plans
the ability for users to subscribe to a different plan while part of a workspace from another account
2 votes -
Limits on Suggest edits that a recipient can make
Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature
1 vote -
ability to adjust page numbering height that is shown in the PDF
ability to adjust page numbering height that is shown in the PDF
2 votes -
Notary Interface: Invitations/ Screen View/ Workflows
Ability for the notary session to have an option to see your client's screen to know the specific page they're on and the buttons they are clicking.
Need the sessions to be able to have the option to add a customizable title to the session and need to have a list of each document that will be included in the session based on what I title each PDF.
Have a chronological pattern in which document should be accomplish first
2 votes -
E-Sign + ID Proofing
Would love to see the ability to use ID proofing feature with e-signatures (don't need a notary).
6 votes -
save font and spacing when the document is exported into docx file
save font and spacing when the document is exported into docx file
1 vote -
Ability to adjust PandaDoc Notary notification settings
Ability to have a notary notification settings
2 votes -
clear chat messages in a document
there should be an option to clear the chat messages on a sent document
2 votes -
Assign fields to oneself should not be considered as recipient
Assigning fields to oneself should not be included as a recipient
2 votes -
Complete Document Status (automatically) Without Sending the Document
Ability to assign a complete status to a document (automatically) without sending.
2 votes -
Ability to add a phone number used for recipient verification to the signature certificate.
Ability to add a phone number used for recipient verification to the signature certificate.
4 votes -
Do not automatically add the recipients in contacts
Do not automatically add the recipients in contacts: The client should have an option whether they want to add the recipients in contacts or not.
2 votes -
1 vote
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Allow the initials box to be in the footer
Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.
3 votes
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