331 results found
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2 votes
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Integration with AI redlining/contract review tool
Integration with AI redlining/contract review tool like: https://www.spellbook.legal/
https://www.ivo.ai/2 votes -
Signed by Me Section
Section to view all documents I signed
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 link below! -
Ability to manually change the date of document creation/completion
Useful when uploading copies of documents created outside of PandaDoc to include when generating reports.
2 votes -
Add a "month to date" option for reporting
It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.
2 votes -
2 votes
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Conditional rule
Customer would like to create a conditional rule base on the recipient's selection and not on variable
2 votes -
Edit the department options that appear when new users join PandaDoc
Be able to edit the list of departments that appear when a new user signs up. Right now specific departments like Sales, Marketing appear but it would be nice to customize the options that appear.
2 votes -
Reporting: pull report on the document value/deal value after the document has been completed
Ability to pull Report on the document value/deal value after the document has been completed, to retrieve the value that was agreed by the recipient.
2 votes -
Sending PandaDoc's in bulk with verification code
Sending PandaDoc's in bulk with verification code
2 votes -
Limits on Suggest edits that a recipient can make
Customer would like to limit the suggestion that the recipient can make when using the suggest edits feature
2 votes -
clear chat messages in a document
there should be an option to clear the chat messages on a sent document
2 votes -
Complete Document Status (automatically) Without Sending the Document
Ability to assign a complete status to a document (automatically) without sending.
2 votes -
PandaDoc system document notification
Customer would like the notification sent by PandaDoc to be redirected to a different email not on the creator of the document
2 votes -
Use multiple email addresses for the same contact in bulk send csv
Use multiple email addresses for the same contact while uploading the bulk send csv (i.e Customer 1 has "email1@gmail.com, email2@gmail.com")
2 votesLindsey Schocke responded
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Settings to modify the fields/text size by numerical input
Settings to modify the fields/text field size (Length & Width) by numerical input
2 votes -
Conditionally display fields mapped over from salesforce
specifically where IF Auto Renew = Yes (being the value mapped over from salesforce) THEN do not display this row
2 votes -
permission to access reporting
permission to access reporting for Member role
2 votesValeryia Baranava responded
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There should be an option online to change the subscription plan to Free eSign plan.
There should be an option online to change the subscription plan to Free eSign plan.
2 votes -
See how long people spend looking at each page of a template, at the template level
Latest activity in template level
- will allow user's to view how long a user stayed in a page
2 votes
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