486 results found
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Delete document automation
Customer would like to have the ability to set the document to be deleted on a specific number of days
1 vote -
Cuztomize email notification
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.
2 votes -
Allow collaborator to delete content
Collaborator should be able to delete content even if they don't have standard license.
1 vote -
Ability to tag a client within the saved message.
Ability to tag a client within the saved message.
2 votes -
1 vote
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Contacts: Same Email for a user but with other different contact details
Ability to create contacts with the same email address but different details
6 votes -
Notification for documents not yet completed
Customer would like to be notified to all documents that are not yet completed every day or every couple of days
1 vote -
Download Reporting as PDF
Ability to download the reporting as PDF or link that is viewable to others.
4 votes -
Stamp instead of Signature Certificate
Can we have a stamp instead of certificate page. We have to upload signed documents to State website and currently we are uploading along with the certificate. If we can have stamp on the document by signatures with a certificate number on it and if needed in future we can access the certificate with that number, this way we don't have to upload a certificate with each and every document.
1 vote -
Conditional rule
Customer would like to create a conditional rule base on the recipient's selection and not on variable
2 votes -
Option for Admin role to access Billing page of the account
Option for Admin role to access Billing page of the account
1 vote -
Edit the department options that appear when new users join PandaDoc
Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.
2 votes -
1 vote
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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 -
Ability to send documents with unresolved suggestions.
Ability to send documents with unresolved suggestions.
1 vote -
Receive Emails, Notifications, Text for any Product Updates
Receive an email or text if there are new implemented feature changes/updates.
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.
3 votes -
Ability to bulk print a selection of documents at once.
Ability to bulk print a selection of documents at once.
3 votes -
Custom fields in contacts
Customer would like to create a custom field under contacts
12 votes -
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
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