489 results found
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Hide documents from others
Hide created documents from other members within the workspace
1 vote -
4 votes
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Map Number Sequence in Fields
map the sequence number to a field WITHIN the document
2 votes -
[Bulk Action] Download Notarizations
The ability to download notarizations in bulk.
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 -
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 -
Option to Download Audit trail in PDF
- Will allow the user tp download the audit trail in PDF form
8 votes -
Send Customize email notification after document completion
Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.
3 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 -
Option not to save the recipients' emails automatically to the Contacts
We would like to keep only our internal emails on the contact list and remove any personal emails that got added there automatically. We would also like to remove the automatic adding of personal emails to the contact list if possible.
1 vote -
Payment scheduling on QB
The customer wishes to have the capability for payment scheduling using the QuickBooks payment gateway.
1 vote -
multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
10 votes -
Download Reporting as PDF
Ability to download the reporting as PDF or link that is viewable to others.
4 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.
1 vote
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