5401 results found
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Ability to download the documents to a local storage automatically on the daily basis.
Ability to download the documents to a local storage automatically on the daily basis.
2 votesValeryia Baranava responded
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[Bulk Send] Reporting
Provide downloadable reporting for Bulk Send that includes:
A comprehensive status report for Bulk Send documents, showing which recipients have signed and which have not
Recipient URLs
A list of recipient emails with their delivery/status details, such as failed, received, completed, etc.28 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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in-person signing for forms
in-person signing for forms
22 votes -
Branding for Forms
Be able to customize branding for forms (for example change color of button "review document" )
35 votes -
1 vote
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Currency validation field
Having currency as one of the options for the field validation (email, phone number, social, etc.)
10 votes -
The ability to have conditional logic with template roles.
Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.
2 votes -
2 votes
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Sort Product Catalog by importance
Ability to sort the product catalog based on most used or most important items
2 votes -
Receive responses to whitelabeled email
Ability to receive responses to sent emails from PandaDoc that are whitelabeled
3 votes -
Ability to rename the document sequence.
Ability to rename the document sequence.
4 votes -
Master template settings (to control template details like option to bulk update currency)
Master template settings (to control template details)
6 votes -
schedule template update to publish at "x" time.
- due to API would like to schedule wants to control when to publish live update to environment loan contracts are going out throughout the day. would like to stage changes to templates to publish live at "x" time. Risk to be halfway through change and a contract is sent out (or mistake) can be sent out at the time of edit.
2 votes -
Global Design Panel
Global design panel to manage advanced design across ALL workspaces.
3 votes -
Ability to allow replacing template variable with HTML snippet through API
We can apply styling to template variables through the web app. We need functionality where template variable value can be replaced with HTML snippet
5 votes -
When bulk downloading ZIP file, each pdf name should match the csv document title.
When bulk downloading ZIP file, each pdf name should match the csv document title.
4 votes -
Notifications for the "collaborator"
When a Collaborator is assigned to a document, there would be a setting option that would allow the Collaborator to receive email updates and notifications about comments and approval statuses on the document, just like the document sender.
14 votes -
removing recipient's name as sender for forms
Customer wants the ability to remove the recipient's name as the sender of the document in the email subject when they initiate a Form or the ability to turn off this notification so the recipient doesn't receive it entirely. Having the recipient's name there might cause confusion for their recipients and it could cause more work for them.
Exact wording from customer:
So, let's say our client, John Smith is sent the link to complete the Form. He clicks the link and fills in his information, email and name. He is then sent an email notification, "John Smith sent you…
7 votes -
Archive documents
Archive documents
59 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Autosending all completed documents to the specified email address (Doc forwarding: adding CC recipient) [Workaround in comments]
option to send completed documents to a specific email address automatically
60 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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