754 results found
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2 votes
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hide the column with the dropdown in the pricing table before sending a document
The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?
2 votes -
report how many documents created by week
How many documents were created by week - get a report of this.
2 votes -
Custom report for recipients by status
Would like a report to identify recipients by document status
2 votes -
2 votes
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purchase order tracker
It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order
2 votes -
Add the option to prompt the CC recipienst to view the document
is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?
2 votes -
Adding a note with document ownership transfer
Adding a note when you transfer a document
2 votes -
2 votes
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[Integration] Content management system
Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.
2 votes -
Mass select documents using ctrl or shift
it would be nice to be able to hold shift and select multiple documents at once
2 votes -
2 votes
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Additional permissions/settings for document status
Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"
2 votes -
QRCode
For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.
2 votes -
Ability to download PDFs with all the pictures in the document!
I need to be able to download PDFs with the pictures, that my client has kindly uploaded, visible. Currently when I download a PDF all I see is links or names of the files instead of the actual photos.
2 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.
2 votes -
expiration starts once the signer opened the document
expiration starts once the signer opened the document
2 votes -
2 votes
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Export the list of templates per workspace
export template title list per workspace
2 votes -
Option to rearrange / reorder the documents in the documents list
option to move the documents in the list
2 votes
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