6473 results found
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Jonas Encore CRM
Jonas Encore CRM integration
2 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 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
- Will allow the user to mask the main email by email Aliases.
2 votes -
2 votes
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Delete the document as a recipient
It's good when your workspace is neat and there are no unnecessary documents cluttering it up, so being able to delete a document, when I am the recipient, is essential
2 votes -
2 votes
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Automatically stop recurring payment in Stripe.
Automatically stop recurring payment in Stripe.
2 votes -
Be able to bundle catalog items with other bundles
Would like to have the ability to add a previously bundled item into a new bundled item.
2 votes -
Pre-set but adjustable auto-reminders
Make default auto-reminders every 3 days, like in docusing.
While sending a document, would be good to see how often reminders would be sent (put the checkbox with options: every 3 days, every 7 days, customize) .
Is really inconvenient and extra work to look for the comment, go many extra steps to send one reminder.
2 votes -
horizontal radio button
Ability to have radio buttons next to each other, instead of in a vertical column.
2 votes -
Dynamic conditional approval according to roles
Possibility of adding a dynamic condiitonal approval according to roles, i.e the document can be approved by an employee and their line manager, a different employee and their particular line manager
2 votes -
Include changes in Approval workflow in the Audit Trail
Include on the audit trail what exactly has changed via approval workflow
2 votes -
Separate view for documents with comments (resolved and unresolved)
Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)
2 votes -
2 votes
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Completed Form Notifications in Inbox
Have all completed form notifications go to the Inbox. This would be helpful for the clients that have email deliverability issues.
2 votes -
analytics activity - viewed
My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.
2 votes -
Admin Panel: Roles - Show which workspaces utilize the Custom Roles
Would be very helpful if you're having to change multiple users roles to be able to see all the workspaces that utilize that custom role
2 votes -
Yes or no option as a fillable field
yes or no option as a fillable field
2 votes
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