331 results found

1. Deactivating Contacts

   Deactivating Contacts Option
   - Having an active contact folder or option
   - Having an inactive contact area

   7 votes

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2. Ability to turn off the location that appears in Audit Trail
   7 votes

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3. See upcoming subscription renewals

   Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)

   7 votes

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4. Hide Grand Total Settings

   Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.

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5. Export Report of a Single Document

   Be able to export a particular documents usage: who has viewed, downloaded, completed.

   7 votes

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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   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, check the link below:

   Review Audit trail for sent documents

6. Email verification through passcode

   The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.

   6 votes

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7. ability to adjust page numbering height that is shown in the PDF

   ability to adjust page numbering height that is shown in the PDF

   6 votes

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8. Allow the initials box to be in the footer

   Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.

   6 votes

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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   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:

   How to Add Initials Field to Every Page 

9. replace the PDF source file with API call.

   replace the PDF source file with API call.

   6 votes

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10. Present Mode - resize

    more options to resize Present Mode

    6 votes

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    Lindsey Schocke responded

11. Recipients list

    Generate a list (CSV) of the recipients who have completed the proposal.

    6 votes

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12. Descriptive Error Messages

    More descriptive error messages for PDF printing blocked by pop-up blocker.
    The error message says "something went wrong with pdf file generation" and Support confirmed that the error is caused when a browser blocks popups. The error message would be more useful if it instructed the user to disable popup blockers.

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13. Saved messages upload between workspaces

    Is there a way to mass upload messages to workspaces, or does it have to be done manually one by one?

    6 votes

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14. Option to Disable Payment Reminders for Individual Documents

    Option to Disable Payment Reminders for Individual Documents.

    5 votes

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15. Reporting: Include Unique Recipient Links

    Get a CSV file with a list of unique document links for all documents

    5 votes

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16. QR code in the Signature Certificate to check the authenticity

    QR code in the Signature Certificate to check the authenticity

    5 votes

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17. 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

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18. Being able to extract existing graphics from the Reporting feature

    Being able to extract existing graphics from the Reporting

    5 votes

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19. 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

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20. Sign a document twice (or multiple times) with different dates on it
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