627 results found
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Set expiration date when uploading the document
Set expiration date when uploading the document
18 votes -
Track Negative Revenue Reporting Without Deleting The Document
We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.
7 votes -
Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.
It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.
16 votes -
send 1 email with all of the signers in the "To" field and email address in the "CC" field of the same email
The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients. In your app, I chose my email address as a "CC". In any email system, there is a "To" field and a "CC" field. What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.
5 votes -
Ability to customize button placement within document level
i.e the ability to change where certain buttons are placed like the download/print button.
3 votes -
sent document - change document name without editing it
sent document - change document name without editing it
7 votes -
Home: waiting for others tab for all documents within workspace
Option to have Waiting for others tab for all documents within workspace
4 votes -
Change status inside the document
Having that functionality inside the document would be great where you could move it from sent to view to complete to decline.
5 votes -
Email notification of signer includes the name or email of whomever completed
Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.
8 votes -
Option to auto-update the documents after updating the template
Have the option to auto-update the documents after updating the template used to create those documents
7 votes -
ability to set no expiration on document
I don''t want to extend the date , I want to make it permanently available and delete the expiry function from that particular proposal completely
2 votes -
Export list containing document name, template used, and HubSpot object ID from a document
Export list containing document name, template used, and HubSpot object ID from a document
2 votes -
Download: PTX/P12
Ability to download documents as PTX and P12
2 votes -
Ability for a third party/ non recipient to view a completed document that was forwarded to them
You can forward completed documents, but the nonrecipients can not view the document.
2 votes -
Option to revert the transfer of document ownership
- Will allow the user to be able to recall / revert the transfer of document ownership
3 votes -
Ability to view how a recipient paid/payment method inside of a document
Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.
2 votes -
Conditions: Send/Show Document Based on Fields
The ability to send documents based on the chosen field of the signer
2 votes -
Video Call with a Client
We'd like to be able to schedule a video session with a client via PandaDoc
2 votes -
password for downloaded pdf/docx
Will allow the user to set a password on the downloaded completed document
2 votes -
Ability to filter by team in the Admin view of the Dashboard
Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.
So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.
4 votes
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