843 results found
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Update/Replace sent document (source file) without editing a sent document.
when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.
3 votes -
SMS Verification for Bundles
Be able to add SMS verification to bundled documents.
3 votes -
[Reporting] Export in CSV file draft documents, include Draft document into the reporting
export in CSV file draft documents
3 votes -
When a document is complete (wet signature) would like to upload multiple docs when changing the status
When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status
3 votes -
3 votes
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3 votes
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Specify location to save document
option to save completed document on different location of device rather than a default location of downloads
3 votes -
3 votes
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making corrections on signed document
Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields
3 votes -
Make an Attachment that will have the recipients open and acknowledge.
Make an Attachment that will have the recipients open and acknowledge.
3 votes -
3 votes
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3 votes
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Document tasks
Create and track tasks for specific documents in-app
3 votes -
Page content preview in presentation mode
An optional preview of the page content down the side of a presentation.
3 votes -
In-depth document reporting
More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.
3 votes -
filter Activity Data by Template Type
filter Activity Data by Template Type
3 votes -
ability to add a rule to change from viewed to completed
ability to add a rule to change from viewed to completed
3 votes -
Show sending date instead of creation date in Inbox
The ability to change the date under your name in your Inbox in PandaDoc - sending date should be visible instead of the date when a document was created.
3 votes -
[Bulk action] change document owner
Bulk change document owner ability
3 votes -
Exclude tax from reporting, CSV download and API
Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.
Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.
3 votes
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