7112 results found
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Keep a copy of initial email sent for record keeping purposes and compliance
Automating the process of adding yourself (the account holder/ sender) as the CC so you can have a record of the email that was sent for record-keeping purposes. I am aware you can do this in templates by assigning this to a role, but this functionality isn't present for sending singular documents at a time.
2 votes -
2 votes
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restrict the user to view the second document if they haven't completed the fields on the 1st document
restrict the user to view the second document if they haven't completed the fields on the 1st document
2 votes -
Support Wordpress video embed in documents
support Wordpress video for documents like YouTube, Vimeo, Wistia, or Vidyard.
2 votes -
2 votes
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Tally for Forms as Survey
ability to provide tally for Forms if used as a Survey
2 votes -
[Home] Control of the document visability depending on the status
The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.
2 votes -
Document access for recipients after decline
When a document is declined by one recipient, all other recipients should still be able to access the document.
2 votes -
We need to use exclusively PAdES or CAdES format for signature
We need to use exclusively PAdES or CAdES signature formats
2 votes -
Create new document for ____ member when document completed by template
Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.
2 votes -
Require Either/Or Fields to be Completed
It would be really useful to require one field or another to be completed, but not both.
An example is on a W-9 we need to have the signer complete either the SSN or EIN fields. We cannot create logic that says "if SSN empty, require EIN" or "if EIN empty, require SSN", but in effect that is what is needed.
2 votes -
comment history (collaborators)
ability to see comment history to see what was discussed with clients from the beggining
2 votes -
See Who Moved Documents or Folders to Another Folder
Is there a way to see who moved documents or folders to another folder and when they moved them?
2 votes -
2 votes
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Ability to set up a field that changes based on the value the prospect selects in the dropdown
ability to set up a field that changes based on the value the prospect selects in the dropdown. i.e hide/show a text field based on a selected input
2 votes -
show attachment via API when the document is completed manually
show attachment via API when the document is completed manually
2 votes -
Ability to scan document from mobile app
It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.
2 votes -
conditional fields - add more fields per rule, beyond 100
conditional fields - add more fields per rule, beyond 100 can be selected
2 votes -
Mobile APP: Option to delete pages and insert page breaks
option to delete pages and insert page breaks using the mobile app
2 votes -
Editor Customization: Ability to resize and move the editor toolbar
Ability to resize and move the editor toolbar
2 votes
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