3877 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
46 votes -
46 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 -
Reporting: Time a document is waiting to be approved when sent to approver
time to approve success metric
36 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 -
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
Ability to use HubSpot Custom Objects to pull information into PandaDoc.
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 -
[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.
34 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
33 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 -
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.
31 votes -
Approval workflow in forms
Approval workflow in forms
31 votes -
31 votes
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Working TOC in PDF files: clickable table of contents in PDF
Working TOC in PDF files (after downloading).
31 votes
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