6797 results found
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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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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 -
Allow recipient to pay for document during their signing order turn
Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.
9 votes -
SMS open analytics - determine if the recipient prefers SMS over email or vice versa
SMS open analytics (determine if the recipient prefers SMS over email or vice versa)
Helps identify demographics of recipients that prefer one over the other to increase open and complete rate.1 vote -
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 -
Display a pop-up letting the team know that a specific approver is in the review stage
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 -
Filter documents by their value
Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.
3 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Please note that a solution is available at the moment (for new documents) if you create a new custom data field for the document value. More about it here.
We're currently working on the mechanism that maps the existing Document Value to the new Data fields so that legacy document values will appear in this type of search too. Stay tuned!
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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 -
margins - entire page or document/template
margins - option to apply margins across entire page or document/template
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
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Superscript in Product catalog
Option to have superscript in the Product catalog
2 votes -
Resend document to approver/ "ping" or notify approver or send a reminder to approve document
Resend document to approver/ "ping" or notify approver or send a reminder to approve the document
4 votes -
Ability to share a document link with non recipients
Ability to share a document link with non-recipients
4 votes -
Multiple layers of conditional fields: conditional field within a conditional field
Please allow a conditional field within a conditional field as an example, "in the payment dropdown, I want to create another rule that states if they choose credit card it goes to info below, if they choose cash or check it goes to bottom for signature."
Thank you!
19 votes
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