639 results found
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Calendar format date picker for setting expiration date
The ability to indicate a specific date or choose a date from a calendar for document expiration instead of putting in a number of days.
5 votes -
Send the document automatically from HubSpot
Send the document automatically from HubSpot
5 votes -
Reporting metrics on users
The ability for reports to show user data/internal rate, for example:
- First response time - time to respond/open a quote once it has been submitted for approval
- Number of edits - number of edits required on documents before approval
- Time to approve quote from submission to approval - see how long the quote approval process is5 votes -
SMS verification for bulk send
Have the ability to add in SMS verification to bulk send
5 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Option to sort the documents by several combinations
Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible
5 votes -
Set (all) Field Defaults by Workspace
The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.
For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.
5 votes -
5 votes
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Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
5 votesLindsey Schocke responded
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Option to show the signer who completed the document in the reporting feature
Will allow the user to view who signed the document in the reporting feature
5 votes -
5 votes
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When sending a document to multiple signers to have a message for just one signer.
When sending a document to multiple signers to have a message for just one signer.
5 votes -
Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
5 votes -
upload document from email to pandadoc
eliminate the manual upload of documents in PD, just send the documents for signature via email and then it gets uploaded directly in PD where it just need to access and sign the document. upload document from email to pandadoc
5 votes -
5 votes
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Ability to move pages between two bundle document
Move pages between two bundle document
5 votesValeryia Baranava responded
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Charts for Reporting
Graphical representation reporting - pie charts and other visuals
5 votes -
Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document
Option to track who the link was shared to when a recipient forwards a document link
5 votes -
Option to change the document owner once a document is generated from CRM
Option to change the document owner once a document is generated from CRM.
- Will allow the creator of the account to choose the owner of the document once creted from CRM
5 votes -
5 votes
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advanced search tool
ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.
5 votes
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