869 results found
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1 vote
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Linking PandaDoc Invoices to Submitted Quotes via PandaDoc
link the invoice document created from PandaDoc to a Quote that we have submitted by PandaDoc
1 vote -
1 vote
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Option to see who completed the document from the document list
The client would like to see who exactly had completed the document because the status shows as "Viewed" until everyone has signed it. They wanted this information to be visible without opening the analytics, just from the document list.
1 vote -
Variable questionnaire
The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields
1 voteHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our Support team via your PandaDoc account. For more information, please click the link below!
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Folder with files uploaded to a document
Option to have a folder you can see all files uploaded to a document
1 vote -
A new folder is created when a document is completed
A new folder is created when a document is completed
1 vote -
Option to replace a signed document with a new one
Option in the Pandadoc to null the signed letter: replace a signed document with a new one. The existing signed documents should be in the bottom with X line.
This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.1 vote -
Keep the signature when duplicating a document
Keep the signature when duplicating a document. Currently, the signature gets removed on the duplicated document.
1 vote -
1 vote
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Option to edit a document link thumbnail
Option to edit document link thumbnail when the document link is shared with a recipient
1 vote -
1 vote
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Access public documents by filling out the email address (not a form).
Access public documents by filling out the email address (not a form).
1 vote -
Enable document forwarding when using recipient verification
Option to use document forwarding when the recipient verification is enabled
1 vote -
Restrict download bundle as separate files
A way to disable the option to download bundled documents as separate files. So as a result, all users can only to download the bundle as single files by default.
1 vote -
Check if recipient made a screenshot of the document
Option to check if recipient made a screenshot of the document
1 vote -
Second signer is required depending on the rule
Option to set a rule where the second signer is only required if their presence is indicated
1 vote -
Delay when adding a recipient to the sent/completed document
Add a delay between adding a CC recipient to sent / completed document and actual sending of the email to this recipient.
1 vote -
Email added to the Latest Activity
When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).
1 vote -
1 vote
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