479 results found
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4 votes
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Map Number Sequence in Fields
map the sequence number to a field WITHIN the document
2 votes -
Gray email notification background
The customer wants to eliminate the gray email background notification when they receive the document.
1 vote -
Restrict users from downloading unfinished documents (those not completed) in DOCX format
Set permissions to restrict team members from downloading any unfinished documents (those not completed) in DOCX format
1 vote -
[Bulk Action] Download Notarizations
The ability to download notarizations in bulk.
1 vote -
TOC for Imported PDFs
Allow for imported PDFs containing a TOC to work the same as our TOC in the editor, when they click on a section from the TOC it will take them to the corresponding section in the document of the imported PDF.
1 vote -
use a corporate name instead of a person's first and last name in contacts/recipient
hi,
i often send document for a signature of a coporate contract.
but the existing box are only first and last name.. it is missing corporate name for such a use.i think it could be great to add this field
1 vote -
1 vote
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Reporting to display email delivery rate.
Reporting to display email delivery rate.
1 vote -
PandaDoc <> Insightly Roles and Permissions
I want to have the signers be automatically populated in theory respective roles on creation of the doc when I click the button and select the template without having to manually add each signer. I want this to populate based on a role or other field on the contact in Insightly. I want the sender/second signer to automatically populate from the owner of the opportunity.'
2 votes -
Countersign a completed document
The ability to countersign a completed document without uploading a copy.
1 vote -
Set Saved Messages for Specific Users
Ability to create a set of Saved Messages made available for specific users of a workspace to choose from, disabling the feature for them to create their own.
1 vote -
Change payer after sending document
Customer would like the option to be able to assign or change payer after the document has been sent
4 votes -
salesforce return to parent object from child
This is in relation to the SFDC integration starting from the iFrame. There is a button that says 'return to object' at the top at the point of creating a document. We create docs from child records. It would be ideal to click 'return to object' and be linked to the associating parent object.
1 vote -
2 votes
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conditional rule for text field
conditional rule for text field
9 votes -
Favicon in PandaDoc
Ability to setup Favicon
1 vote -
1 vote
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Payment scheduling on QB
The customer wishes to have the capability for payment scheduling using the QuickBooks payment gateway.
1 vote -
Download Reporting as PDF
Ability to download the reporting as PDF or link that is viewable to others.
4 votes
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