206 results found
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QR code in the Signature Certificate to check the authenticity
QR code in the Signature Certificate to check the authenticity
5 votes -
Better setup and formatting for documents when they are downloaded by the Recipient
Many of my Recipients need to download the contracts. Need the PDF document to be setup and formatted correctly when they need to print out the document (correct page break, not dividing pricing tables and remove blank pages)
5 votes -
Restrict folder without changing user role
Customer would like the members to be restricted in accessing a specific folder containing documents in their document tab.
5 votes -
5 votes
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download old version of templates/documents without needing to switch to old version in version history
download old versions of templates/documents without switching the document/template to its older version via version history
5 votes -
Ability to export a list of CONTACTS who completed a document.
Ability to export a list of CONTACTS who completed a document.
5 votes -
Stop Payment Reminders on sent
Remove Payment Gateway/App on sent document. Stop payment reminders on sent documents.
5 votes -
Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
Ability to apply custom order for variables' within PandaDoc instead of alphabetical one.
5 votes -
Send reports via email: Option to send leaderboard reports via email on a recurring basis.
Option to send leaderboard reports via email on a recurring basis.
5 votesValeryia Baranava responded
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disable email forwarding
ability to disable document forwarding for public view.
5 votes -
5 votes
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Tax Update
Hello,
One of new updates was in regard to the tax section located on our purchase agreements.
We noticed that now instead of updating the tax rates on the side column like in the classic editor version.The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.
Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?
5 votes -
password protect documents
password protect document option for business plan
5 votes -
Remove account owner from emails about billing/invoices/payments/receipts
Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails
5 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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5 votes
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Support SMTP servers
I don't know if this is something Microsoft is doing, but it appears this way - I think Outlook recognises that the "from" address of the person sending the email is different from emails previously received from that person.
Can you please investigate, or suggest some ways to stop this from happening? For example, can we use our own Outlook SMTP server?
5 votes -
SMS Verification: track the SMS deliverability
Ability to track the SMS deliverability from client's end. Any available error code (such as Sent / Delivered / Pending to be Delivered etc) which could be somehow provided to them would add lot of value as they could monitor the performance of the SMS Gateways and report any issue back to you.
4 votes -
AI Contract Review Capabilities
- Identify Key Clauses and Terms
- Assess Compliance
- Analyze Risks
- Suggest Edits and Improvements
4 votes -
Reporting: Column to show "total time spent"
Show how long recipients spent on the entire document even if it was not completed.
4 votes -
Contract repository: pass data from 'data fields' to CRMs/Zapier
Contract repository: pass data from 'data fields' to CRMs/Zapier. For example, there is a data field named Claims Number, and it is not a variable on the document itself. The data field is filled and the client would like to be able to process this data in Zapier (similarly to variables).
4 votes