858 results found
-
Send the document automatically from HubSpot
Send the document automatically from HubSpot
3 votes -
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
This customer has numerous workspaces and use cases that c-suite would like to leverage CLM to view all documents across all workspaces.
3 votes -
Trash Bin: Be able to view documents without restoring them.
Trash Bin: Be able to view documents without restoring them.
3 votes -
Reporting: show the signature date of each recipient
Reporting: show the signature date of each recipient
3 votes -
Option to resend a completed document to one of the signers for re-signing
Option to resend a completed document to one of the signers for re-signing (without editing the document)
3 votes -
List of Documents with Transferred Ownership: View the New Owner
View which documents had ownership transferred - view who the new owner is
3 votes -
Report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)3 votes -
Email signature included at the bottom of emails for sent document notification
The ability to enable/place an email signature at the bottom of emails for sent document notifications.
3 votes -
Reporting based on contacts
Report that shows who in PandaDoc contacts had already received quotes
3 votes -
Document addendum
Document addendum:
When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.3 votes -
Notify sender about documents that are left unsigned
Set notification for senders when a document has not been signed after X number of days.
3 votes -
Option to view the all documents expiration date in the separate column on the Documents tab
Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)
3 votes -
3 votes
-
Conditions: Send/Show Document Based on Fields
The ability to send documents based on the chosen field of the signer
3 votes -
Ability to bulk download signature certificates exclusively.
Ability to bulk download signature certificates exclusively.
3 votes -
Ability to customize button placement within document level
i.e the ability to change where certain buttons are placed like the download/print button.
3 votes -
Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data
Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
As of now, it's too many steps to click and export a report.
He'd like to have an actionable item from that screen as well.
example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.3 votes -
Filter documents by Contacts
Have the ability to filter documents by contacts.
3 votes -
Manually change the document status from Paid to Declined
Manually change the document status from Paid to Declined
3 votes -
password for downloaded pdf/docx
Will allow the user to set a password on the downloaded completed document
3 votes
- Don't see your idea?