337 results found
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Option to bulk download documents directly
Option to bulk download documents directly instead of receiving a link to an email
2 votes -
Restrict send documents on someone's behalf
restrict send documents on someone's behalf
2 votes -
Document list: remove documents without deleting them
Being able to remove documents from the list without actually removing them from the account.
2 votes -
Drag and drop a folder with files in the Rooms
We'd like to drag and drop a folder from the desktop to the Rooms but it only allows to drag and drop a single file
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Add Filter for Original Document Creator in Document List and Reports
Option to see the original document creator even if the ownership was transferred to another user.
2 votes -
add a recipient to the folder to sign the documents
add a recipient to the folder to sign the documents
2 votesHi,
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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warning notification if the document is not yet viewed
warning notification if the document is not yet viewed
2 votes -
When adding variable based smart content, be able to edit the content block in the document to add conditional fields.
When pulling in CLI using conditional smart content, cannot add conditional fields to the block. While ideally, would like to have conditional fields available in CLI, being able to add it to the content after pulling in via smart content would also be helpful.
2 votes -
Additional International ID Verification Options
Additional International ID Verification options needed to scale PandaDoc globally. QES doesn't meet level of verification needed. KBA currently only US based. Expansion of ID and/or KBA verification options to non-US recipients.
2 votes -
Empty trash folder by bulk
Ability to empty trash folder by bulk
2 votes -
Have an "Admin" style e-mail option
Once a document is signed, it would be useful to be able to send a copy of the signed document with certificate and any uploaded images to an "Admin" user for them to process.
2 votes -
Edit Document Filters
the customer wants to be able to customize the filters available for the document and hide/ remove the unnecessary filters
2 votes -
Option to have in-person signing only
We are only needing 1 template to be limited to in-person signing, wanting to block sending this document via email.
2 votes -
2 votes
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Option to generate a report of all documents on the account for which new links have been generated
Option to generate a report of all documents on the account for which new links have been generated. After 6 months, links expire, and when recipients click on them, a new link is generated. It would be great to see which documents have had new links generated.
2 votes -
Customize the prompt for blank variables
Can we customize the prompt asking what to do with the blank variables? We want no options here, but filling the blanks.
2 votes -
SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed
SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed
2 votes -
Ability to reflect the company name to the document list in the Document tab instead of the recipient.
Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to
2 votes -
Modify Email Body
Allowing the option to edit the email subject and body when adding CC recipients to a document sent via a link.
2 votes -
Contract Repository: Fill in data field values for templates/documents in bulk.
Have the option to fill in data field values for templates/documents in bulk instead of one at a time.
2 votes
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