5360 results found
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Ability to determine if the sent document is a template or uploaded file
Customer would like to have the ability whether the document that has been sent by the creator uses their prepared template or an uploaded file.
1 vote -
Option to aggregate all documents with recipient comments
A feature that would enable the system to display all documents that have recipient comments.
1 vote -
API Response for Failed Deliveries
Specific response for when a document created/sent via API has not been delivered to the recipient.
1 vote -
Option to view if the recipient click the link inside the document
Will allow the user to view if the recipient access or click the link that is included on the document
1 vote -
Master workspace templates for franchise and partner roll out.
Would like to copy the workspaces and templates to another franchise.
ex. Workspaces: Operations, Sales, HR, Confidentiality, Franchising, Quality Control & Training
Templates: Operations templates, sales templates, hr templates, confidentiality templates, Franchising templates, quality control & training templatesThis could be scaled for enterprise accounts as they roll out to franchises and partners.
3 votes -
Track Negative Revenue Reporting Without Deleting The Document
We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.
7 votes -
password for downloaded pdf/docx
Will allow the user to set a password on the downloaded completed document
3 votes -
2 votes
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Ability to collect deposit via Authorize net before completing the document
Option to collect a deposit from clients before they receive a finalized agreement. Flow: the client signs, pays and then we will sign.
2 votes -
Home Tabs with Pricing Values
Bringing back the value to the Home Tabs
1 vote -
Search for documents in the Home Screen
Have the ability to search for a document in one of the home tabs.
2 votes -
pass Pipedrive product image to PD pricing table
pass Pipedrive product image to PD pricing table similar to PD catalog
9 votes -
5 votes
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BambooHR integration: List active and not active employees
BambooHR integration: List active and not active employees.
1 vote -
Show a document status on the downloaded PDF
Show a document status on the downloaded PDF
4 votes -
Document search filters- display all folders containing the key word as results of the search
Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.
It would be good if folders with the key word in titile were showing in the search results as well.
2 votes -
Form with Optional Second Signer
Here is a use case for a form with an optional second signer.
Create a form that has an optional parent or guardian signature that can be accessed with conditional logic, when the form filler selects a checkbox that they are under 18. Currently, if we create a secondary role, it's always needed and not optional, and we would like the parent / guardian signature to be optional based on the form filler's age.
6 votes -
Option to set logic for how the fields are copied
When duplicating fields, sometimes they appear below the original field, while other times they appear above it. It would be great if the copied fields didn't jump up into an area that is already populated.
1 vote -
Field tags - 'Autofill with Signing Date'
PandaDoc can parse field tags in a PDF and turn them into fields once the PDF is uploaded. Field tag types PandaDoc supports include 'Date', but not the 'autofill with signing date' feature available through the user interface.
It would be good to add the 'autofill with signing date' functionality to the field tag types PandaDoc supports.
16 votes -
inform the form owner that the email was added incorrectly/invalid and the document was not delivered
inform the form owner that the email was added incorrectly/invalid and the document was not delivered
1 vote
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