7640 results found
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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 -
Set fields as "not required"/"optional" by default
availability to set some fields as "not required" by default
16 votes -
transfer ownership of multiple documents/folder
transfer ownership of multiple documents/folder
47 votesHi. 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! -
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 -
Critical security feature: Clearly show email of the person who prepared the contract to prevent fishing attack
We use PandaDoc to sign documents with contractors, vendors, etc. Typically someone from the team prepares the contract and then the management (often me) gets an email with a request to sign, sign it and that's it.
The problem is, that there is no way for management to verify, who actually created the contract. There is just the name of that person but no email! This creates a simple attack vector - anyone with PandaDoc can now change their name to match someone from another company, create an arbitrary contract, send it to some person from that company and have…
2 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 -
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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1 vote
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2 votes
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Export all documents list with statuses and other information
Give option to export list of all Documents status.
18 votes -
Branding for Forms
Be able to customize branding for forms (for example change color of button "review document" )
34 votes -
8 votes
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view/access the document after expiration
Recipient should be able to still view the document after expiration
8 votes -
[Bulk Action] Add fields
Simplify the process of pulling fields when there are many to be added.
7 votes -
cryptocurrency pricing options
Add cryptocurrency pricing options on documents, eg Bitcoin, Ethereum, etc.
1 vote
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