780 results found
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ability to search for those who have not signer /opened a document yet
ability to search for those who have not signer /opened a document yet
6 votes -
6 votes
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SMS verification for bulk send
Have the ability to add in SMS verification to bulk send
5 votes -
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)
5 votes -
Document bundling: option to mass update documents/templates
Option to update or edit a template/document and dynamically mass update bundled templates/documents
5 votes -
[Reporting] Ability to download a csv file for sent documents
download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent
5 votes -
Ability to add signature to a completed document
Ability to add signers to a completed document (countersign a completed document)
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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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 -
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 votes -
restrict downloading of the completed document
restrict downloading of the completed document
5 votes -
Charts for Reporting
Graphical representation reporting - pie charts and other visuals
5 votes -
Profit Margin in Reporting
Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.
5 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.
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 -
adjust the signed pdf name of the completed document
once the document is completed and the recipient receive a signed pdf copy,
I want the system to automatically add "signed" to the doc file name5 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
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