7072 results found
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Required password/verification for users to upload document
System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.
3 votes -
Move documents through API
Move folders through API. Ability to download the folder and/or archive into subfolders.
3 votes -
Overview tab in the Home view
Would like a tab that has a brief overview of everything going on in the account. Similar to the old dashboard view.
3 votes -
3 votes
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Photo ID not captured during RON Session
ability to immediately recognize or capture the photo displayed on the camera, thus avoiding any inconveniences.
3 votes -
SecurityTrax
Ability to integrate with SecurityTrax
3 votes -
Creating a way to send documents to multiple people via link that doesn't require an email address to be entered.
We have clients who don't provide us with any of the emails of the enrolled participants in our program. However, we need them to sign our documents. DocuSign has a feature that solves this (PowerForm) that I have used previously.
3 votes -
LeadConnector
LeadConnector native integration.
3 votes -
3 votes
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Pull products from Salesforce quote groups
Option to pull products from the Quote object in SFDC that has Quote groups into the pricing table sections automatically
3 votes -
Item fee an optional selection on pricing table
The ability to make the 'fee' an optional selection on the pricing table
3 votes -
Adding a table via API
We'd like to make a table using API and fill it out with content
3 votes -
Mark checkboxes automatically based on a variable value
We would like to mark checkboxes automatically based on a variable value
3 votes -
Document sequence: include dynamic months and years
Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.
3 votes -
3 votes
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3 votes
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API: Document Details: List Tokens in Document Order
I'm making a request through the API to get the details of template, but the tokens are returned to me in alphabetical order. Is it possible to get them in the order as in the document, like it is in the UI?
3 votes -
Auto reminders to count business days not calendar days
Have the auto reminders count business days not calendar days. No weekends being counted.
3 votes -
Notary Interface: Invitations/ Screen View/ Workflows
Ability for the notary session to have an option to see your client's screen to know the specific page they're on and the buttons they are clicking.
Need the sessions to be able to have the option to add a customizable title to the session and need to have a list of each document that will be included in the session based on what I title each PDF.
Have a chronological pattern in which document should be accomplish first
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Ability to adjust PandaDoc Notary notification settings
Ability to have a notary notification settings
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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