766 results found
-
2 votes
-
Option to generate a report of all documents on the account for which new links have been generated
Option to generate a report of all documents on the account for which new links have been generated. After 6 months, links expire, and when recipients click on them, a new link is generated. It would be great to see which documents have had new links generated.
2 votes -
Customize the prompt for blank variables
Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.
2 votes -
SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed
SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed
2 votes -
Automatically upload documents from a file storage solution to PandaDoc for processing
Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.
2 votes -
Ability to reflect the company name to the document list in the Document tab instead of the recipient.
Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to
2 votes -
See the sms number you sent the document atleast audit trail
When sending the document via SMS the number should appear at least on the audit trail
2 votes -
Document Status: See All Approved List
Ability to see all documents approved even if it was sent or completed
2 votes -
Passcode: Prepopulate the passcode
The ability to autogenerate the passcode and not manually type it in the system.
2 votes -
Failed recipient verification notice
Ability to display in the Latest Activity if the client has failed recipient verification, or to send an email notification to the sender if the recipient fails the verification process.
1 vote -
Modify Email Body
Allowing the option to edit the email subject and body when adding CC recipients to a document sent via a link.
1 vote -
Smart content block: keep the block if the document was pulled back to Draft
We’re also finding this happens before the document is “Sent.” If it needs to be pulled back while going through the “Approval” process, the smart content blocks are removed.
We can add in our process a sanity check to make sure any required optional smart content is selected, but it would be nice if the smart content boxes aren’t removed until after a document completes the “Approval” process.
2 votes -
Private Attachements to be sent with Documents.
Could there be an option to attach documents in private, such as how commenting works?
Sometimes with our contracts we would like to send supporting documents to internal stakeholders with private information to be shared with them in order to approve the document or complete their part in the signing order.
Currently we can't do this. If supporting documets need to be attached, they can be viewed by all recipients, including external stakeholders who should not be able to view.
When we send a document through PandaDoc we have to manually send an additional email with the supporting documentation.
1 voteHi,
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 link below:
-
Automatically delete a document (move to trash) after a given amount of time
For compliance and security reasons, be able to configure the length of time after which a document is automatically deleted (moved to the trash).
This would enable compliance with GDPR or similar regulations that require data to be deleted after a certain time.1 vote -
Contract Repository: Fill in data field values for templates/documents in bulk.
Have the option to fill in data field values for templates/documents in bulk instead of one at a time.
1 vote -
Option to Upload Editable Word Documents with Preserved Comments
Option to Upload Editable Word Documents with Preserved Comments
2 votes -
Larger Side-to-Side Dragger for Block Resizing
When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.
2 votes -
[Bulk action] Expire documents all at once
Customers would like to have the option to be able to expire documents older than 30 days all at once
3 votes -
Currency: UF currency option for Chile
The Uidad de fomento currency is called UF. CLF is not an alternative. PandaDoc only shows CLF which is not the same. All contracts in Chile are made in UF. Could you please include this alternative?
1 vote -
Workspace Default Enhancements for Forms and Other Documents
We now have a Workspace default which is nice to have but it would be better if the Workspace Default could work as a Default in the Workspace.
- In forms - If you create a form without the "Attach PDF" enabled, once the form is created and even after enabling the "Attach PDF " in Workspace default. There will never be a PDF attached solely because the form was created without the option being enabled.
- If the Option "Attach PDF " is enabled and a form is created, even after the client disables the option in Workspace Default. There will…
1 vote
- Don't see your idea?