6902 results found
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Create multiple documents both from template and PDF via API
Create multiple documents both from template and PDF via API
1 vote -
The ability to add page numbers to certain pages only
For example, some pages are section dividers and should not have page numbers.
1 vote -
Ability to modify/ edit signers after they have signed/ finalized their part
Ability to modify/ edit signers after they have signed/ finalized their part
1 vote -
Ability to add signature to a completed document
Ability to add signers to a completed document (countersign a completed document)
5 votes -
Dynamics 365 enhancements and automation
Ability to Initiate the signing of a document based on a template when a record is created in Dynamics 365. This process may involve one or more custom tables as the base record not necessarily lead or quote.
We need to monitor the signing status within the same record, capturing information about signatories and those who are still pending signature.
We must send the document on a particular event we define in our business process. This won't be a manual trigger.
For example, when a process reaches a particular stage, we need to trigger the document 12 hr after the…
1 vote -
Ability to generate a report on the number of documents edited after being sent.
Ability to generate a report on the number of documents edited after being sent.
1 vote -
Option to switch off "Collaborator requests access" notification for Admin users
Option to switch off "Collaborator requests access" notification for Admin users.
7 votes -
Set (all) Field Defaults by Workspace
The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.
For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.
3 votes -
Roles VS Licenses Info
A description elaborating on what non-standard licenses can and cannot do in relation to the role that they will be paired with when inviting a user to the platform
1 vote -
ability to retrieve previously sent messages when not saved under saved messages feature.
ability to retrieve previously sent messages when not saved under saved messages feature.
1 vote -
Ability to create custom variable groups
Ability to create variable groups instead of all of the custom variables going into the Custom group
2 votes -
Reporting - mobile and desktop usage
Our mgmt would like to see how many of our recipients are opening/completing their docs on mobile or desktop. We'd like to see this data, similarly to how Google Analytics displays that kind of reporting on site visitors.
1 vote -
Reporting: pull report on the document value/deal value after the document has been completed
Ability to pull Report on the document value/deal value after the document has been completed, to retrieve the value that was agreed by the recipient.
2 votes -
Ability to track/report anytime an internal user generates a PDF from a pandadoc template they are creating
To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.
2 votes -
Move documents through API
Move folders through API. Ability to download the folder and/or archive into subfolders.
3 votes -
Salesforce: use custom field in merge rule
Option to use custom fields in merge rules
1 vote -
Automation that will send the document once the document has been purchased
Contract that automatically sends to all participants after purchase.
2 votes -
Smart Content via Bulk Send
To be able to use Smart Content with bulk send.
7 votes -
1 vote
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Integration option for Invoice ASAP
Will allow the user to integrate PD to Invoice ASAP
1 vote
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