487 results found
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Disable Document Sequence for Duplicated Documents
Option to prevent the document numbering sequence from running when a previously executed document is duplicated.
2 votes -
Send reminder via text and email
The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.
2 votes -
[Bulk Send] Send more than 1000 documents in one hour.
Sending only 1000 documents per hour is frustrating as we need to send at minimum 22,000 documents out to parents for signatures. This means it essentially takes us 22 hours of work to send all of these documents, and with 8-hour working days, we are either working many overtime hours to send these docs, or having to spread it across 3+ days.
2 votes -
Populate recipient phone number when sending via SMS
The feature to populate a saved contact's phone number when sending documents via SMS (just like how an email address works).
2 votes -
Control the patter of the next button
The customer would like the option to control the sequence in which the "Next" button navigates between fields. They want to determine the specific order in which the button jumps to different fields.
2 votes -
Contract Negotiation: Direct Navigation to Document Changes
A feature that enables users to click on a comment within a document and be taken to the exact spot of the change in the document. The system should highlight the change for easy identification.
2 votes -
Contract Negotiation: Option to Counter-Propose Changes
Option to edit suggestions made by signers so they can accept of reject them.
2 votes -
PandaDoc extension for Edge
PandaDoc extension for Edge
2 votes -
Individual Signature Certificates for Document Bundling
Option to have a separate signature certificate for each document within the bundle. This means a different reference number should be indicated on each signature certificate when it's downloaded as a separate file from the document bundle.
2 votes -
QR code in the Signature Certificate to check the authenticity
QR code in the Signature Certificate to check the authenticity
2 votes -
QES in UAE
QES in UAE
2 votes -
Fill in data fields automatically based on variable input.
Input that is added to a variable will fill in the matching data field
2 votes -
Disable auto numbering
Consider adding an option to disable the automatic numbering feature. This would allow users to manage their content without the automatic numbering interfering,
2 votes -
Hide suggest edits history from recipient
The customer would like to hide or remove edit suggestions history from the recipient's view.
2 votes -
Ability to add a meeting link (hyperlink) to the document email body
Ability to add a meeting link (hyperlink) to the document email body
2 votes -
Zapier: ability to download uploaded files from collect file field
Customer would like to download the uploaded files from the collect file fields by their recipient via Zapier
2 votes -
Notes for contacts on the Home screen
Notes per contact to show on Home screen, in client's words:
I guess it would need to be in the directory section so it is per person. We have a medical office so for us it would be patients but for others it would be customers. We could make notes per customer/patient that was per interaction. So for instance John Doe, I would go to the directory and under his name list different interactions that might look like this:
8/19/24 - new patient paperwork received but still hasn’t made deposit. Called pt and gave deadline of 9/1 or we need…
2 votes -
Export Contacts with Document List and Statuses
Option to export contacts along with a list of documents sent to each contact, including their statuses (e.g., sent, viewed, declined, expired).
2 votes -
Disable workspace banners
The ability to disable the banners that pop up in the workspace (unrelated to billing banners).
i.e attached image
2 votes -
Upload an image for Contacts
Upload an image for Contacts
2 votes
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