429 results found
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Have Signature Certificate separated from the document and sent as a separate document / email.
Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document
7 votesLindsey Schocke responded
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auto reminder on sent documents
Being able to adjust the auto reminders feature on documents that have already been sent would be a great help!
7 votesHi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders, adjust reminders even after the document is sent, as well as send reminders via text (SMS).
For more information, please visit our Help Center.
Should you have any feedback or suggestions, feel free to message me directly.
Igor, Product Team
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List / sort folders in alphabetical order
List folders in alphabetical order
7 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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[Automations] Automatically move documents created from a template to a specific folder upon creation (while still on Draft status)
Option to automatically add Documents created from a Template, into a pre-defined folder upon creation, even while on draft status (vs. existing recipes triggered by status change to Sent or Completed).
7 votesValeryia Baranava responded
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Search by Document & Template ID
Ability to search for documents and templates by ID.
7 votes -
Setting specific renewal date manually
It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.
7 votes -
Documents Sorted by "Created by"
When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.
7 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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7 votes
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Create doc/template quick buttons
Shortcuts for documents or templates
7 votes -
Track document changes (redlining) with AI assitant
The customer needs to track the changes made to the document content using redlining / suggest edits feature
6 votes -
Ability for CC recepient to be added on the auto reminders
For the CC receipient to receive the notification for auto reminders
6 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
6 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.
6 votes -
6 votes
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Mark document as Void and resend
Option to add VOID across a document that has already been sent and signed by all parties (and then resend)
6 votes -
Document bundling: option to mass update documents/templates
Option to update or edit a template/document and dynamically mass update bundled templates/documents
6 votes -
Bundle completed documents
Bundle completed documents into one. For example, if two documents were signed and completed separately, there should be an option to combine them into a single document.
6 votes -
Ability to show the last updated date for docs/templates next to the Created date before clicking on a doc/template in the list
When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…
6 votes -
restrict downloading of the completed document
restrict downloading of the completed document
6 votes -
Attachment on email body: use attachments in saved messages
Can I add an attachment to that message while in the PandaDocs environment?
(email body before sending document via email)
6 votes
