251 results found
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multiple renewal reminders
i.e setting up 3 renewal reminders: 90 days, 60 days, and 30 days for the same document
12 votes -
Ability to sort user, email, and license type in Settings > Team
Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.
12 votes -
Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
12 votes -
Total Time Viewed Reporting
Advance reporting to show total time viewed on each document.
12 votes -
Automatic conversion of Excel file to PDF within PandaDoc
Automatic conversion of Excel file to PDF within PandaDoc (this is a docusign feature)
11 votes -
Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).
11 votes -
Generate links for documents in bulk, generate and send via links for bulk send
Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.
10 votes -
Option to have the signer read the document before signing
Option to have the signer read the document before signing
- will allow the sender to have the signer to read all of the pages or specific pages before signing in
10 votes -
Email validation
Email validation for contacts
10 votes -
Ability to drag/move Support Chat Icon
Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.
10 votes -
Change the color of a default contact picture
It's set randomly now for every new contact.
10 votes -
smart content in header
be able to add smart content into the document header
9 votes -
ability to use invites to other workspaces when SSO is enabled
currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace
9 votes -
Signature Pad Compatibility
Compatibility with external signature pads i.e. topaz signature pad
9 votes -
Export (backup) all data from PandaDoc
Export all data from PandaDoc
9 votes -
Bulk Send: Retract / Undo a bulk send batch with errors easily
Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).
9 votes -
Delete Timeline from Dashboard
The option to delete Timeline on the Dashboard.
9 votes -
Send on Behalf of for Bulk send
Ability to change the sender email when sending via Bulk send.
9 votes -
Option to view all workspaces from the dashboard
Option to view all workspaces from the dashboard.
An option that will allow the user to view all of his workspace from the dashboard.
8 votes -
[Bulk Send] delivery report
After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc
8 votes
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