768 results found
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Send Via Text (SMS) - Supported Countries
Add the United Arab Emirates and the Kingdom of Saudi Arabia to the list of countries supported for sending documents via SMS.
2 votes -
Option to have in-person signing only
We are only needing 1 template to be limited to in-person signing, wanting to block sending this document via email.
2 votes -
2 votes
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Option to generate a report of all documents on the account for which new links have been generated
Option to generate a report of all documents on the account for which new links have been generated. After 6 months, links expire, and when recipients click on them, a new link is generated. It would be great to see which documents have had new links generated.
2 votes -
Customize the prompt for blank variables
Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.
2 votes -
SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed
SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed
2 votes -
Automatically upload documents from a file storage solution to PandaDoc for processing
Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.
2 votes -
Ability to reflect the company name to the document list in the Document tab instead of the recipient.
Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to
2 votes -
Send via SMS: show phone number in audit trail
When sending the document via SMS the number should appear at least on the audit trail
2 votes -
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
4 votes -
[Bulk action] Expire documents all at once
Customers would like to have the option to be able to expire documents older than 30 days all at once
3 votes -
Passcode: Prepopulate the passcode
The ability to autogenerate the passcode and not manually type it in the system.
2 votes -
Request for Consistent Formatting of Word Docx and Google Docx Uploads
Customer would like the word docx and Google docx to follow the format when being uploaded to the platform
18 votes -
To include cc'd users in the email received by signer
It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.
2 votes -
Failed recipient verification notice
Ability to display in the Latest Activity if the client has failed recipient verification, or to send an email notification to the sender if the recipient fails the verification process.
1 vote -
Smart content block: keep the block if the document was pulled back to Draft
We’re also finding this happens before the document is “Sent.” If it needs to be pulled back while going through the “Approval” process, the smart content blocks are removed.
We can add in our process a sanity check to make sure any required optional smart content is selected, but it would be nice if the smart content boxes aren’t removed until after a document completes the “Approval” process.
2 votes -
Private Attachements to be sent with Documents.
Could there be an option to attach documents in private, such as how commenting works?
Sometimes with our contracts we would like to send supporting documents to internal stakeholders with private information to be shared with them in order to approve the document or complete their part in the signing order.
Currently we can't do this. If supporting documets need to be attached, they can be viewed by all recipients, including external stakeholders who should not be able to view.
When we send a document through PandaDoc we have to manually send an additional email with the supporting documentation.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Edit Document Filters
the customer wants to be able to customize the filters available for the document and hide/ remove the unnecessary filters
1 vote -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
17 votes -
Option to Upload Editable Word Documents with Preserved Comments
Option to Upload Editable Word Documents with Preserved Comments
2 votes
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