426 results found
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Lock ability to download to pdf to preserve document analytics / Disable Template PDF download option for the team
Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.
5 votes -
Electronic Document Seal
DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.
5 votes -
Download Trail
A feature to track the users who have downloaded the files in the workspace
5 votes -
Simplify Manual to Complete Status Change
Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)
This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…
5 votes -
The search bar is not user friendly
When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.
5 votes -
Document into Folders
Submitted forms thru Template embedding to go to a specific folder.
5 votes -
Add recipient's name & surname while forwarding
After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)
5 votes -
Ability to regenerate document links
Re-generate links in case you've provided recipients with the wrong one without having to edit the document
5 votes -
5 votes
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5 votes
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5 votes
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Filter Documents by Contact's email
wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view
5 votes -
Ability to set multiple columns when going through contact documents
i.e the ability to alphabetize documents while also setting the order for the status column
4 votes -
Option to show the signer who completed the document in the reporting feature
Will allow the user to view who signed the document in the reporting feature
4 votes -
Access to document analytics via API
I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.
4 votes -
edit the sent documents from Actions Required section
edit the sent documents from Actions Required section
4 votes -
Bundle completed documents
Bundle completed documents into one
4 votes -
Have Signature Certificate separated from the document and sent as a separate document / email.
Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document
4 votes -
Bulk Update PandaDoc contract references for HubSpot Companies via CSV Import
Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.
In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.
Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…
4 votes -
4 votes
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