7585 results found
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1 vote
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Automating Attachment and Uploaded Files Download to Google Drive
Customer would like the automation to include attachment and uploaded file from recipients to be downloaded to Google drive
3 votes -
Ability to filter documents by the signing order progress.
Ability to filter documents by the signing order progress.
2 votes -
The "All Documents" / "Created by me" view should display the name of folders where the documents reside
The "All Documents" view should display the name of folders where the documents reside.
1 vote -
Option for a recipient to regenerate an expired document to sign it
The recipient can't regenerate a link when it's no longer available. At the moment if i go to an expired pandadoc session i just get a "not found" when i would like my user to have the option to regenerate a session (to see or sign the document).
I guess that you don't have such an option but you'll see in my previous message attachment how yousign handles this use case and how you could implement it.
1 vote -
1 vote
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Notify sender about documents that are left unsigned
Set notification for senders when a document has not been signed after X number of days.
3 votes -
Completed documents in folders should remain hidden
Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.
4 votes -
[CRM]: Variables filled in all capitalized
Have the option to fill in variables as all capitalized letters if you pull the info from the CRM
2 votes -
Metrics and reporting api (Status and Document Analytics)
API document by status - drilldown to identify the document for follow up
API document analytics
Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
example: how many documents are opened but not complete
example: data on time it's been open and not signed/completed.
have drilldown into the document to follow up with the recipient to move the document to complete1 vote -
1 vote
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Direct separate payment links for each product in the pricing table.
Direct separate payment links for each product in the pricing table.
1 vote -
Indicator that a document is already being reviewed by somebody in an Approver Group (i.e. to eliminate duplicate work)
It would be a great feature to display a pop up letting the team know that "X" person is in the review stage.
We have multiple people in our approval groups for quality control and often have multiple people opening at once. We currently have to use outside chats to tell each other who is going into approve and it gets messy.
2 votes -
Ability to automatically generate random number on fields
The customer requests that the field be capable of generating a random number to serve as an order or reference number.
1 vote -
1 vote
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Recipient view: adding download and print icons to the top right
Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:
Adding download and print icons to the top right1 vote -
Ability to take a picture of signer + ID at point of signature vs uploading picture of ID
We need a feature that allows the user to take a picture of himself at the moment of the signing vs just uploading a picture of signer's ID
3 votes -
Report showing failed documents by workspace and user
For a report to be available in the dashboard showing below
1. Failed Sent Documents by Workspace and User
2. Summary of failed documents on a daily, weekly, and monthly basis
3. Show senders error messages of why the documents FailedThis will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document
2 votes -
conditional rule for text field
conditional rule for text field
12 votes -
Change format of page number
I'd like to be able to add page numbers in the top of the footer so that I can add the company's contact details in the bottom of the footer. I'd also like to be able to format the size, font, colour, etc. of page numbers, so it matches the styling of company information. Not being able to format this is something that'd make me change back from using PandaDoc to other programs.
14 votes
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