111 results found
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customize SMS verification
customize SMS verification
3 votes -
google docs redlining/ Contract negotiation using google docs
Allow redlining documents in google docs/ Contract negotiation using google docs. Many users either have a MacBook which they might not have Microsoft Word by default. Other users use google only for security reasons or just for internal workflow.
14 votes -
Smart Content via Bulk Send
To be able to use Smart Content with bulk send.
4 votes -
Ability to send a document twice to the same email (signing order)
This would allow a document to be sent back to one of the previous signers to sign again. This is helpful when you are not able to use the approval workflow feature.
2 votes -
Create a link via Smart Content
will alloe the user to add link in a paragraph let’s say “Click here” after a sequence of text and on click of it we can have them navigated to a different page.
1 vote -
QES: disable for whole account
Option to disable QES for the whole account and all workspaces at once
1 vote -
Automations: Paid status
Automations: Paid status aside from Completed and Sent statuses.
2 votes -
Conditional Feature that will allow the signer to view second page after signing first page
- Will allow the signer to view the next page after they sign the initial page
1 vote -
Recipient group in bulk send
Option to use recipient groups when sending documents via bulk send
1 vote -
have more than 1 signer to use Qualified electronic signature (QES)
have more than 1 signer to use Qualified electronic signature (QES)
A document with a qualified electronic signature can’t have more than one signer.
22 votes -
Ability to send a document to each person in a signing order via link manually
Ability to send a document to each person in a signing order via link manually
2 votes -
Showing changes in documents requiring approval
showing changes in documents requiring approval.
1 vote -
Bulk Send from PandaDoc Contacts List
Most of the customers that I need to bulk send to are already registered as contacts in my PandaDoc account. It would be great if we could select customers as recipients to bulk send to.
1 vote -
Automations: attach PDF to HubSpot Contact and Company object
When PandaDoc document status changed, attach PDF to Hubspot objects (Company, Contact)
6 votes -
Receive a warning when you get down to the last 100 bulk sends available
warning when you get down to the last 100 bulk sends available
1 vote -
Automation: select document creator when using automation to send another document
When "Sending another document when PandaDoc document status changes" is used, option to select a document creator for another document (or keep the sender of the first document)
2 votes -
Previously used CSV file in bulk send
Customer would like PD to remember the CSV file that they previously use before in bulk send
1 vote -
Toggle for Suggesting Edits done by Role on the Template Level
Feature request would be the ability to toggle Suggest Edits for specific roles on a template, rather then either ON/OFF for all roles - This would allow specific members in a signing order to suggest/resolve edits, while the final recipient (Customer) would not be able to do so.
2 votes -
Smart content: if not null rule
Option to add smart content based on conditional rule: 'if not null'
1 vote -
download the PDF of the template with CSV added, for bulk send
download the PDF of the template with CSV added, for bulk send
2 votes
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