6879 results found
-
Report on any document that I am a signer
I would like to get a report of all documents where I am listed as a signer, CC or if I was part of the workflow when a document is sent out.
2 votes -
Presentation mode: clickable Table of contents
Option to have clickable TOC in presentation mode
2 votes -
Change the default screen for creating a document: Make My templates a default page when creating documents
Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:
2 votes -
Preset a telephone national prefix code by default in the recipient verification
Add the possibility to preset a telephone national prefix code by default (working in Italy we almost always use +39 and it is inconvenient to have to enter it every time in the Recipient setting, for the recipient verification and in the customer card), with the possibility of changing it directly on the document if necessary.
2 votes -
Condensed version of documents
A condensed version of the document. For example, internally the client needs only about 3 pages of the 12-14.
Let's say there is a document with 18 pages. A lot of which is marketing and not a specific agreement. Therefore once signed, we only need page 10 once signed. Also, internal finance and logistics departments only need page 10 as well. Therefore, once signed, 2 PDFs are needed: one complete and one, 1 page.
2 votes -
In the template editor, have a visual cue for if a field is optional or required.
Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.
2 votes -
2 votes
-
Bulk Send: Download CSV with variable in document order
To be able to download bulk send csv where the variables is arranged the same as how the order of values should be added in document.
2 votes -
Allow the workspace Admin (Owner) to make changes to other users settings (notifications, user profile)
As my company's contract manager it would be great if I could set up my team with the notifications settings they need upfront and upload their profile pictures. I often send on their behalf and can't get them collectively to all update their photos and settings as needed for this to run smoothly.
2 votes -
Have two account owners
Have two account owners
2 votes -
2 votes
-
There should be an option online to change the subscription plan to Free eSign plan.
There should be an option online to change the subscription plan to Free eSign plan.
2 votes -
Salesforce Data to Populate Checkbox in Doc
We have formula based checkboxes in Salesforce that tick yes/no based on opportunity data. It is critical that we be able to have that yes/no data automate into the Pandadoc contract through a Variable and not having to manually do it through the signing process.
2 votes -
Auto-Capitalization Option
Auto-Capitalization Option
- will auto capitalize words on the document
2 votes -
2 votes
-
Ability to fill out form fields (name;last name;email) via extending the URL.
Ability to fill out form fields (name;last name;email) via extending the URL.
2 votes -
Bulk Edit Content Library Items
I want to disabled data merging for all pricing table in "content library" area. But I have to do this for each table individually.
2 votes -
Signing order usability improvements
When entering multiple emails to who you are going to send the document, the first option should be to add an order of who signs first, 2nd, and so forth. Too many steps to get around it. Making it very complicated.
2 votes -
Document Analytics: See Date and Time instead of Number of Days Passed
Document Analytics would be easier to see the date directly instead of the number of days passed.
2 votes -
Enable optional items in the pricing table for all rows in Bulk
enable optional items for all line items instead of enabling them one by one.
2 votes
- Don't see your idea?