556 results found
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Option to show the signer who completed the document in the reporting feature
Will allow the user to view who signed the document in the reporting feature
2 votes -
3 votes
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Add signature fields in attachments added to documents
The ability to add PandaDoc signatures in the attachments.
3 votes -
Make Signer and CC'd Recipients easier to view on document
An easier way for recipient to see who is a signer or CC'd on a document. Instead of having to hoover over the Bubbles at the top of the document allow there to be a portion on the side of the document to view who is all a signer/CC'd on the document. "Or make it more prominent that everyone copied is listed at the top of the pandaDoc."
2 votes -
export document data
export document data on waiting for signatures into excel
8 votes -
option to hide documents (don't want to delete them, but want them hidden)
option to hide documents
2 votes -
2 votes
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report of recipients who haven’t signed and also who have signed documents
be able to download a report of recipients who haven’t signed or signed the documents
2 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.
2 votes -
Choose a folder to save documents in PandaDoc by default
Ability to set a default folder in PandaDoc for documents to be sent to.
3 votes -
Expiration for only recipient not the entire document
Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.
5 votes -
To be able to manually change the document status of Approved documents
To be able to manually change the document status of Approved documents to Declined, Completed, etc
2 votes -
Ability to set multiple columns when going through contact documents
i.e the ability to alphabetize documents while also setting the order for the status column
2 votes -
Ability to fax PandaDoc.
Ability to fax PandaDoc.
2 votesWhile we don't have a way to directly fax a PandaDoc, we now offer PandaDoc Online Fax! You can send 20 pages from your computer for free. Currently, you can digitally fax documents from anywhere in the world, and receive digital faxes in the US and Canada.
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Reminders set in hours
Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.
7 votes -
We should have the option to save more than one Pipedrive Deal in Pandadoc.
We should have the option to save more than one Pipedrive Deal in Pandadoc.
3 votes -
SMS Verification for API Created Docs
Be able to add SMS verification to docs created via API.
17 votes -
Access to document analytics via API
I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.
2 votes -
Bulk Update PandaDoc contract references for HubSpot Companies via CSV Import
Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.
In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.
Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…
3 votes -
Sort documents by specific year or month
Be able to sort by a specific year or month.
2 votes
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