485 results found
-
Notes for contacts on the Home screen
Notes per contact to show on Home screen, in client's words:
I guess it would need to be in the directory section so it is per person. We have a medical office so for us it would be patients but for others it would be customers. We could make notes per customer/patient that was per interaction. So for instance John Doe, I would go to the directory and under his name list different interactions that might look like this:
8/19/24 - new patient paperwork received but still hasn’t made deposit. Called pt and gave deadline of 9/1 or we need…
2 votes -
Export Contacts with Document List and Statuses
Option to export contacts along with a list of documents sent to each contact, including their statuses (e.g., sent, viewed, declined, expired).
2 votes -
Disable workspace banners
The ability to disable the banners that pop up in the workspace (unrelated to billing banners).
i.e attached image
2 votes -
Add the duplicate option to the Home page
Add the duplicate option to the Home page
4 votes -
Email verification through passcode
The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.
2 votes -
2 votes
-
In-person signing signature verification tool
The customer is requesting tools that can be used to verify their customer's signature during in-person signing.
2 votes -
[bulk action] download contacts
The ability for users to mass-download all of their contacts without needed to reach out to support
2 votes -
Salesforce Picklist
The ability for all PandaDoc responses to be captured in the Salesforce picklist.
2 votes -
Modify iframe design when using embedded links
The ability to edit the look of the iframe when using embedded links. For example, modify the fonts/color/and remove buttons so that the iframe matches the website it's embedded in.
1 vote -
Be able to search/add recipients by contact name instead of only email
When we are assigning signature blocks the searchability by name does NOT work. So we are having the issue of people typing in a name, assuming the contact does not exists, then adding in a new contact (which tends to be wrong) and sometimes that data being pushed into the contact list and editing our contacts.
2 votes -
A confirmation email when a doc is signed based on template or folder
A confirmation email when a doc is signed based on the template the doc was generated from or based on the folder the doc lives in
2 votes -
Restore document folders
The ability to delete and restore a folder of documents. Currently, a user will have to empty the folder to delete it. Documents can be restored but not document folders.
2 votes -
2 votes
-
Document Status Update for Paid Installments
A document status or indicator on the document when part of the installment has been paid.
2 votes -
Download the body of the document email message
Download the body of the document email message
2 votes -
Add Comment on Rejected Changes in Redlining
When rejecting changes in the redlining feature, users should have the option to add a comment explaining the reason for the rejection. These comments should be saved and easily accessible for future reference.
2 votes -
Expiring soon list of documents need to be more than two weeks
The customer would like the "Expiring Soon" tab to include documents that will expire within more than 2 weeks, not just 1 week.
3 votes -
PandaDoc as a Learning Management System
PandaDoc as a Learning Management System
2 votes -
3 votes
- Don't see your idea?