485 results found
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The ability to use SQL in Forms
I have a requirement to query granular form-filled data. eg. a form is filled and when it is submitted, I need to be able to query a database of the formfill data. So if there is a field on a form such as bloodPressure, I can run an sql query along the lines of:
SELECT bloodPressure from IntakeForm
where formFilledYMD >= <someDateRangeStart>
and formFilledYMD < <someDateRangeFinish>2 votes -
Improvements to reports and filters and reminders (see description)
I want to be able to get a report of all documents waiting to be signed so I can send out reminder messages. But I do want the reports to be from documents recently sent out. I want to be able to filter dates like documents more than one week old or more than two weeks old. a feature for automatic text or phone calls when a document arrived in their inbox would be awesome! thanks for a great app and great ppl at live chat to assist.
2 votes -
Photo ID not captured during RON Session
ability to immediately recognize or capture the photo displayed on the camera, thus avoiding any inconveniences.
1 vote -
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 -
3 votes
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Enlarge uploaded signature
Enlarge uploaded signature after the signature has been attached.
3 votes -
reporting data sent to email
reporting data sent to email
5 votes -
1 vote
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WellnessLiving
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 -
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 -
Do not add text blocks when uploading a .docx file, but keep document editable
edit .docx files without using text blocks - after clicking "Convert document"
2 votes -
Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.
Ability to have group text inputs similar to Group Check Boxes to Require One to be Checked.
3 votes -
Use multiple email addresses for the same contact in bulk send csv
Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")
2 votes -
Report to view documents collaborators are on
Being able to run a report to view all of the documents there are collaborators on.
8 votes -
Ability to send documents from PandaDoc directly to Box
Send documents from PandaDoc to Box
3 votes -
Edge Browser Signature Verification for Pandadoc PDFs
This is really a Microsoft issue, but maybe you have a way to ask them to improve the Edge browser.
Microsoft Edge browser displays digital signatures on their PDF viewer now, but Pandadoc signed PDFs show that they can't identify the signer and the signature can't be verified.
Would be nice if you can work with them to have Pandadoc signatures verified as more businesses will use Edge as the default PDF viewer now that it has editing.
1 vote -
[Bulk Action] Update Contacts via CSV
Contacts that do not have names associated with the emails cause recipients' signature blocks to default to the email address. Some recipients do not notice this and at time the signature comes through with the email address rather than the recipient's name. For clients that don't have Zapier or CRM systems that can integrate with Panda, allowing a .csv (or similar) update to the contacts would allow the client to remediate this directly.
1 vote -
Settings to modify the fields/text size by numerical input
Settings to modify the fields/text field size (Length & Width) by numerical input
2 votes -
Select Multiple Contacts and add them to a Document
Be able to select multiple contacts and add them to a document while autofilling their email, phone number, name, address that has been added to the created document.
3 votes
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