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Approval: vacation setting
Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
Let us know how important this feature is to you.62 votes -
Variable for the signature date
Create a variable, which contains the date, when the document is completed
33 votes -
80 votes
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Send multiple docs in 1 email / Envelopes / API packages
Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.
153 votes -
Conditional Logic on PandaDoc fields
From client:
I have a question on if PandaDoc templates have a certain type of functionality.
Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
Appreciate any feedback you have on this one.24 votes -
[Bulk actions] Upload multiple documents and templates at the same time
CX would like to upload multiple documents/templates at the same in, upon creation of document/template
57 votes -
Convert a form to a template
Hi there, I created a form however I need to change it to a template, is this possible without having to copy/paste everything over?
9 votes -
[Bulk actions] Ability multiselect for blocks and fields
Ability multiselect for blocks and fields with bulk actions
102 votes -
Edit the Completed document with saving the signature
The option to edit the Completed document with saving the signature.
43 votes -
12 votes
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Edit uploaded PDF
Option to edit uploaded PDF, convert to editable document/template
51 votes -
Fill in signature on template level
Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).
29 votes -
Ability to Change Time Zone for a Signature Certificate
The option to change time zone for signature certificate.
43 votes -
58 votes
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Delete/remove tags from the Documents/Templates/Content library tabs
At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)
19 votes -
Document Portal
Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.
3 votes -
Send the document automatically
Automatically send the document once it is approved.
8 votes -
Filter the PandaDoc Inbox by "To sign" or "Signed"
Filter the PandaDoc Inbox to show only the Unsigned document
Filter to by "To sign" or "Signed"2 votes -
Filter documents by created date
For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)
2 votes -
The document certificate time
The document certificate shows the time as UTC. That is making it difficult for some of the staff. Would be nice if it showed the time as 3:45:46 PM EST instead of the Military UTC time
4 votes
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