502 results found
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Sign on Behalf: When Original Signer is OOO
Ability to allow someone else to sign a document if the original signer is out of office,
18 votes -
Flatten PDFs before the upload
If the PDF is not flattened, some content can be missed after upload
18 votes -
Import Contacts using CSV file directly to Pandadoc
Import Contacts using CSV file directly to Pandadoc
17 votes -
Option to switch off "User joined workspace" notification for Admin users
Option to switch off "User joined workspace" notification for Admin users
17 votes -
Restore Deleted Contacts / Contacts list version history.
The functionality to restore contacts that have been deleted and undo a contact import.
16 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.
15 votes -
Ability to embed fields in the downloaded PDF
After Downloading the Document as PDF, There's still fields that recipients can input details.
15 votes -
15 votes
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Option to Download Audit trail in PDF
- Will allow the user tp download the audit trail in PDF form
13 votes -
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.
13 votes -
Ability to get the IP or Identify who accesses the document using Audit Trail
Ability to get the IP or Identify who access the document using Audit Trail
13 votes -
create a report from the documents created per recipient
create a report from the documents created per recipient
13 votes -
Pre-filled forms
Prefill fields on the form when it opens.
13 votes -
Generate Report of the IP address and location in the Signature Certificate
report of all the signed documents using specific IP addresses
13 votes -
Customize message in the Send Document box.
In the Send Document box, to add bullets, indentions in the body of the message box before sending the document.
13 votes -
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.
12 votes -
conditional rule for text field
conditional rule for text field
12 votes -
Ability to sort user, email, and license type in Settings > Team
Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.
12 votes -
Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
12 votes -
Total Time Viewed Reporting
Advance reporting to show total time viewed on each document.
12 votes
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