7359 results found
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Charge pop-up notification before sending the invitation to the account.
Charge pop-up notification before sending the invitation to the account.
2 votes -
Add multiple images for each item in Quote Builder at the same time
Add multiple images for each item in Quote Builder at the same time
1 vote -
Option for pop-up before deleting completed document
Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.
8 votes -
Ability to sort by signer statuses for a document in the documents tab
Would like to have the ability to show the statuses of the document's recipients and sort them in the document list. For example, a document may be completed by one signer, but the other has only viewed it.
4 votes -
Jonas Encore CRM
Jonas Encore CRM integration
2 votes -
Show documents created via Zapier in Monday.com
Option to show documents that are submitted automatically with Zapier in the PandaDoc module in Monday.com board.
1 vote -
Prompt the sender to complete all required fields before sending the document
Prompt for document sender to complete required fields assigned to them before sending the document (similarly to the unfilled variables pop-up)
1 vote -
Date of Deletion: Be able to see the date when a document was moved to Trash.
Be able to see the date when a document was moved to Trash.
1 vote -
Automation for version History
- Will allow the user to have automation on version history
3 votes -
Enable default payment app for all templates, documents and forms
default payment app across all documents, templates and forms
2 votes -
Adding to the Journal
The PandaDoc Notary Journal is not within Indiana state standards. Is there away you can make the journal so that this information can be added?
This is from the Indiana Notary Guide:
For each remote notarial act, you must enter the following information in your electronic journal:
• The date and time of the remote notarization
• The type of remote notarial act (acknowledgment, oath or affirmation, verification on oath or affirmation, signature witnessing, copy certification, etc.)
• The title or description of the electronic record (document) notarized
• The full name of the principal
• A description of how…2 votes -
Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts
Ability for Custom Theme to apply all changes including Images / Headers and Footers / margins / Fonts
8 votes -
Ability to hide Text Boxes in editor
An option to hide text Boxes in some proposals that has the same content but needs to hide some details
2 votes -
Option for Email Aliases
Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.
15 votes -
ACH payment flow for Instant Verification
To have an ACH payment flow (recipient guide) for instant Verification
4 votes -
1 vote
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2 votes
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2 votes
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Option to download PDFs in PDFA format
For enterprise plans, where long-term archiving may be required, allow for a UI option to download the PDF representation of Document using a PDFA (Archiving) format. This should also be an option for Webhook attachments (and any other API end-point that might include a PDF download).
1 vote -
Reporting feature in API
Reporting feature in API
get a complete data dump of all of our instances documents details with audit trails, trying to perform some analytics of speed of signing
7 votes
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