479 results found
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Categorize / Group PandaDoc contacts
Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.
25 votes -
Able to use Variables in titles when sending documents via Bulk Send
Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.
10 votes -
Custom Electronic Disclosure Message
Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.
11 votes -
67 votes
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4 votes
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Custom fields in contacts
Customer would like to create a custom field under contacts
12 votes -
Recipient Analytics Reporting
Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).
3 votes -
option to convert currency for the PandaDoc pricing page
option to convert currency for the PandaDoc pricing page
2 votes -
2 votes
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2 votes
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AI Supported
Customer would like to have the platform supported by https://www.spellbook.legal/
https://www.ivo.ai/2 votes -
Disabling Save Template Prompt
Disabling Save Template Prompt:
Issue: The system prompts you to save a template after each sent message, which you find unnecessary.
Suggestion: Implement an option to disable the automatic prompt asking to save messages as templates. This allows users who frequently use the same templates, or who prefer not to be prompted, to streamline their workflow.4 votes -
2 votes
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rename pdf copies of Recurly invoices
Please include your company name in the naming of your invoice file. It is best practice for those who save these files.
2 votes -
2 votes
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Extract data from the document
Customer would like the ability to extract data from the actual content of the document
4 votes -
Option to track user actions within the account
The ability to track actions such as who has logged in/out and who has removed documents, etc.
4 votes -
check and detect documents if it has a QES digital signature along with their validity
check and detect documents if it has a QES digital signature along with their validity
2 votes -
Inbox: Mark all as read at once
Inbox: Mark all as read at once
2 votes -
Ability to embed fields in the downloaded PDF
After Downloading the Document as PDF, There's still fields that recipients can input details.
10 votes
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