7 results found
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Send document using 3rd party email
Ability to send documents using 3rd party email instead of Pandadoc email
2 votesHi,
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search document by its content
search document by its content
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Reporting with all document links
The ability to download a list with all current documents in the workspace including their links instead of going into them individually.
2 votesHi,
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Ability to edit document title after its been completed
Feature to edit just the title of a document after its been completed.
2 votesHi,
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Private Attachements to be sent with Documents.
Could there be an option to attach documents in private, such as how commenting works?
Sometimes with our contracts we would like to send supporting documents to internal stakeholders with private information to be shared with them in order to approve the document or complete their part in the signing order.
Currently we can't do this. If supporting documets need to be attached, they can be viewed by all recipients, including external stakeholders who should not be able to view.
When we send a document through PandaDoc we have to manually send an additional email with the supporting documentation.
1 voteHi,
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Export List of all Recipients who have signed a document
The feature that will allow users to generate a report that shows all contacts/recipients who have signed a PandaDoc document with the document status indicated.
1 voteHi,
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Changing the information without touching the components of the document
Its not necessarily a rate changes only that we need to change but rather the documents themselves usually have multiple updates each season. For instance we have a template that has about 4 pages: A Customer Information Form, a Payment Policy Notification, a Winter Storage Contract, and Winter Storage Terms & Conditions. Each season, there will be multiple minor adjustments made to each of those pages, whether it be rate changes, edits in the text, and format changes etc. I need the ability to change the source files of those pages in that template with our updated documents.
With DocuSign,…
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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