480 results found
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1 vote
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Resending document and voiding them
Customer would like to have an option to resend a document marking it as void
1 vote -
Automation: Transfer document ownership
Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace
1 vote -
automatically insert a URL link into a downloaded PDF
Automatically insert a URL link into the downloaded PDF so customers can click the link to sign a proposal.
1 vote -
PDF copies of PandaDoc Help Center articles
PDF copies of PandaDoc Help Center articles
1 vote -
Ability to manually change the date of document creation/completion
Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.
1 vote -
Gmail extension: Create documents
Ability to create documents via the Gmail extension.
1 vote -
use the name of the workspace as a White labeling sender
use the name of the workspace as a White labeling sender
1 vote -
Add a "month to date" option for reporting
It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.
1 vote -
[Bulk Action] Download Notarizations
The ability to download notarizations in bulk.
1 vote -
Ability to set up automatic PandaDoc password expiration.
Ability to set up automatic PandaDoc password expiration.
1 vote -
Hide read/signed documents in inbox
It would be more helpful if only the ones that needed to be signed shows in the inbox
1 vote -
PandaDoc Chat / Support Chat
Ability for chat blocks to remain open or connected even when minimized.
1 vote -
Upload Documents to Rooms
Ability to let Recipients upload documents to a Room
1 vote -
1 vote
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Ability to use the same email for multiple account ownership
i.e The ability to have 2 separate companies and be the account owner for them using the same email address.
1 vote -
Canopy
Customer would like the Canopy to be integrated to PD
1 vote -
Document and signature forwarding can be assigned to multiple signers
The customer wishes to have the capability for the temporary signer to utilize the document and signature forwarding feature to assign each field to multiple signers
1 vote -
Custom role ability to add/remove users
The customer wishes for the custom role to include the capability to add and remove users, as well as modify their licenses.
1 vote -
A way for the customer to automatically add the date from the document to their calendar on their device once the document is opened.
A way for the customer to automatically add the date from the document to their calendar on their device once the document is opened.
1 vote
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