480 results found
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Resending document and voiding them
Customer would like to have an option to resend a document marking it as void
1 vote -
Able to use Variables in titles when sending documents via Bulk Send
Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.
10 votes -
Ability to purchase features individually
The option for users to purchase features individually for any plan instead of having to purchase certain plans to unlock those features.
2 votes -
Automation: Transfer document ownership
Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace
1 vote -
automatically insert a URL link into a downloaded PDF
Automatically insert a URL link into the downloaded PDF so customers can click the link to sign a proposal.
1 vote -
rename pdf copies of Recurly invoices
Please include your company name in the naming of your invoice file. It is best practice for those who save these files.
2 votes -
PDF copies of PandaDoc Help Center articles
PDF copies of PandaDoc Help Center articles
1 vote -
2 votes
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Ability to manually change the date of document creation/completion
Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.
1 vote -
Map Number Sequence in Fields
map the sequence number to a field WITHIN the document
2 votes -
Gmail extension: Create documents
Ability to create documents via the Gmail extension.
1 vote -
use the name of the workspace as a White labeling sender
use the name of the workspace as a White labeling sender
1 vote -
Add a "month to date" option for reporting
It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.
1 vote -
[Bulk Action] Download Notarizations
The ability to download notarizations in bulk.
1 vote -
Disabling Save Template Prompt
Disabling Save Template Prompt:
Issue: The system prompts you to save a template after each sent message, which you find unnecessary.
Suggestion: Implement an option to disable the automatic prompt asking to save messages as templates. This allows users who frequently use the same templates, or who prefer not to be prompted, to streamline their workflow.4 votes -
Ability to set up automatic PandaDoc password expiration.
Ability to set up automatic PandaDoc password expiration.
1 vote -
Hide read/signed documents in inbox
It would be more helpful if only the ones that needed to be signed shows in the inbox
1 vote -
Custom Electronic Disclosure Message
Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.
11 votes -
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 -
PandaDoc Chat / Support Chat
Ability for chat blocks to remain open or connected even when minimized.
1 vote
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