634 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 -
2 votes
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Partially signed document status option
The document status reflects as viewed even if one of the recipients signs the document. Could there be another status that reflects if one of the parties has signed the document?
3 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
3 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 -
Generate Report based on Field/Variable Info
The ability to create a custom Report using Fillable Field and/or Variable information.
3 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 -
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
2 votes -
option to change "by" for sent documents
option to change "by" for sent documents
2 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 -
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
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