3886 results found
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Auto-fill sender's signature once the document is signed by the client
Auto-fill sender's signature once the document is signed by the client
45 votes -
45 votes
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Customization for Decline Reasons
Would like to customize the Decline Reason options. Some are not applicable and they'd like to add specifics.
44 votes -
Option to have a recipient to sign the document and forward it to another signer with saved field values
Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.
41 votes -
[Dashboard] Select period more than 1 year in Dashboard
Would like to be able to have an option in the Dashboard to see further than 1 year.
39 votes -
Validation signature stamps
Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.
37 votes -
[Bulk action] Ability to customize/disable expiration date for several documents at the same time
Ability to add a specific expiration date for several documents at the same time
36 votes -
Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
35 votes -
Advanced search options/ Search within the Folder
Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.
34 votes -
Customize/select/personalize email messages for multiple recipient/signers
Be able to select/customize/personalize a message for each recipient when a document is sent to multiple recipients.
34 votes -
Branding for Forms
Be able to customize branding for forms (for example change color of button "review document" )
34 votes -
Sort Forms into different folders
Folder organization for Forms.
33 votes -
Sync products from HubSpot Products and Quotes with PandaDoc catalog
Be able to pull and update products from HubSpot Products and Quotes with PandaDoc catalog
33 votes -
[Reporting] Reporting based on document tags
Will there be a reporting function for tags? I would like to be able to create visualized graphs regarding the types of documents people are creating. Or at least there can be a "tag" column added to the CSV report.
33 votes -
Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
32 votes -
Approval workflow in forms
Approval workflow in forms
31 votes -
31 votes
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have more than 1 signer to use Qualified electronic signature (QES)
have more than 1 signer to use Qualified electronic signature (QES)
A document with a qualified electronic signature can’t have more than one signer.
30 votes -
Import Folder to Content Library: upload multiple files to content library
Ability to upload multiple files and/or a folder containing multiple files into the Content Library, versus uploading files one by one.
30 votes -
Conditional approval workflow based on variables
Additional logic to the approval process conditions to use PD variables (i.e. Deal Owner) once the first approval is done by the group, the second approver is the deal owner who will do a final check on the proposal before sending it to the recipient.
30 votes
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