414 results found
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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 -
Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
14 votes -
Ability to adjust PandaDoc Notary notification settings
Ability to have a notary notification settings
2 votes -
1 vote
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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 -
Send a document to yourself
At the moment, when you attempt to send a document with assigned fields to yourself, the system offers the "Finish" option immediately instead of sending the document. It would be great to avoid this option and send a document to your email address.
1 vote -
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 -
Ability to send documents with unresolved suggestions.
Ability to send documents with unresolved suggestions.
1 vote -
Ability to embed fields in the downloaded PDF
After Downloading the Document as PDF, There's still fields that recipients can input details.
2 votes -
Background images supported with smart content
Add functionality that supports background images appearing when CL items are inserted to documents via smart content.
1 vote -
option to know what documents were downloaded in bulk download by account owners/users?
option to know what documents were downloaded in bulk download by account owners/users?
2 votes -
Ability to bulk print a selection of documents at once.
Ability to bulk print a selection of documents at once.
1 vote -
download document while in notary session
Download document while in notary session. For example, not all of the clients signed and don't want to lose the signatures.
2 votes -
Custom fields in contacts
Customer would like to create a custom field under contacts
1 vote -
Restrict folder without changing user role
Customer would like the members to be restricted in accessing a specific folder containing documents in their document tab.
1 vote -
Add recipients to list of documents
Customer would like to have an option to add a recipient to a list of documents that they have sent already and to some that are on viewed, completed and expired
1 vote -
The ability to use links and hyperlinks during free trial
Customer would like to include that links and hyperlinks are not allowed during trial period on the pop up box.
2 votes -
Upload electronic signature to sign a document
Option to upload a signature (which is not an image) to sign a PandaDoc document.
1 vote
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