823 results found
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Check if recipient made a screenshot of the document
Option to check if recipient made a screenshot of the document
1 vote -
Second signer is required depending on the rule
Option to set a rule where the second signer is only required if their presence is indicated
1 vote -
Delay when adding a recipient to the sent/completed document
Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.
1 vote -
Email added to the Latest Activity
When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).
1 vote -
1 vote
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Admin and Manager Access to User Workspace Documents without Classified Content
The customer wishes for the admin or manager role to have access to the user workspace documents while excluding access to classified ones.
1 vote -
hide the option to Create a trial account when the document is completed
hide the option to Create a trial account when the document is completed
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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add version history to the main title page
a version history could be displayed on the main title page for the template/content library etc. So we can see at a quick glance when something was last updated.
1 vote -
Annotate documents to provide status information
When receiving a large number of docs at the end of the month, it becomes overwhelming to manage them and it becomes difficult to mark off where the docs are at in the process. Feature would be an area to add an annotation to keep track.
1 vote -
Ability to select the folder the uploaded documents are put into.
Ability to select the folder the uploaded documents are put into.
1 vote -
Include "expiration date"/"renewal date" into the report.
Include "expiration date"/"renewal date" into the report.
1 vote -
Export the recipients in the Excel file for the expired documents
export the recipients in the Excel file for the expired documents
1 vote -
Enhancement to the 'Transfer Data' function: Pass more information
Transfer more such as Completion or Signature Data.
1 vote -
Disable Home
Disable Home and keep only Team dashboard
1 vote -
Enable the ability to dictate which folder a document created from a template is added to
Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.
1 vote -
1 vote
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1 vote
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1 vote
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Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
1 vote -
Signing order: sender should be able to fill out the document without the need to open it in the email
Signing order: sender should be able to fill out the document without the need to open it in the email.
For example in the document that has no signing order: https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/e11d487a3de2b227ceac5372bbad9762d8468b9e.png1 vote
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