780 results found
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Add multiple recipients to one doc at the same time
From some CSV, for example.
3 votes -
Mass duplicate
Mass duplicate documents. Checkboxes dont work for this user
3 votes -
3 votes
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Bulk sends for a future date or to be sent for later
Ability to create bulk send to be sent for later
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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Hide contact suggestion when adding recipients on documents
The ability to hide/limit the contact list suggestion that shows up when a user adds recipients to documents (this avoids accidentally adding and sending to recipients with similar names/email addresses).
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 -
SSO: SCIM 2.0
SSO SCIM 2.0
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 -
Send Via Text (SMS) - Supported Countries
Add the United Arab Emirates and the Kingdom of Saudi Arabia to the list of countries supported for sending documents via SMS.
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 -
Automatically upload documents from a file storage solution to PandaDoc for processing
Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.
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 -
Send via SMS: show phone number in audit trail
When sending the document via SMS the number should appear at least on the audit trail
2 votes
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