489 results found
-
Categorize / Group PandaDoc contacts
Customer would like to have the ability to categorize his PandaDoc contacts or group them by a specific group name.
27 votes -
Reporting metrics on users
The ability for reports to show user data/internal rate
i.e when a colleague has sent a quote for approval to the internal team, information revolving the time it took.
4 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 -
8 votes
-
Custom Electronic Disclosure Message
Brinks needs to be able to customize the electronic disclosure message like you can in DocuSign.
11 votes -
Upload an image for Contacts
Upload an image for Contacts
2 votes -
Recipient Analytics Reporting
Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).
6 votes -
Custom date with business days after signing date
With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.
4 votes -
68 votes
-
2 votes
-
Disable workspace banners
The ability to disable the banners that pop up in the workspace (unrelated to billing banners).
i.e attached image
2 votes -
Email verification through passcode
The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.
2 votes -
2 votes
-
In-person signing signature verification tool
The customer is requesting tools that can be used to verify their customer's signature during in-person signing.
2 votes -
Resize Header
Have the ability to resize the Header and Footer
3 votes -
[bulk action] download contacts
The ability for users to mass-download all of their contacts without needed to reach out to support
2 votes -
Salesforce Picklist
The ability for all PandaDoc responses to be captured in the Salesforce picklist.
2 votes -
Be able to search/add recipients by contact name instead of only email
When we are assigning signature blocks the searchability by name does NOT work. So we are having the issue of people typing in a name, assuming the contact does not exists, then adding in a new contact (which tends to be wrong) and sometimes that data being pushed into the contact list and editing our contacts.
2 votes -
Signing order per signature not per person
Signing order per signature not per person
2 votes -
A confirmation email when a doc is signed based on template or folder
A confirmation email when a doc is signed based on the template the doc was generated from or based on the folder the doc lives in
2 votes
- Don't see your idea?