7425 results found
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We need to use exclusively PAdES or CAdES format for signature
We need to use exclusively PAdES or CAdES signature formats
2 votes -
Create new document for ____ member when document completed by template
Similar to create and send by template automation. During our sales process, once client signs the proposal then we have another person on our staff to create an vendor RFP to source our vendors. I would love to be able to transfer the information from one doc to another and assign it to a team member to QC.
2 votes -
Require Either/Or Fields to be Completed
It would be really useful to require one field or another to be completed, but not both.
An example is on a W-9 we need to have the signer complete either the SSN or EIN fields. We cannot create logic that says "if SSN empty, require EIN" or "if EIN empty, require SSN", but in effect that is what is needed.
2 votes -
comment history (collaborators)
ability to see comment history to see what was discussed with clients from the beggining
2 votes -
See Who Moved Documents or Folders to Another Folder
Is there a way to see who moved documents or folders to another folder and when they moved them?
2 votes -
2 votes
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Ability to set up a field that changes based on the value the prospect selects in the dropdown
ability to set up a field that changes based on the value the prospect selects in the dropdown. i.e hide/show a text field based on a selected input
2 votes -
show attachment via API when the document is completed manually
show attachment via API when the document is completed manually
2 votes -
Ability to scan document from mobile app
It would be a useful addition to be able to scan a document via the mobile app to upload to PandaDoc natively.
2 votes -
conditional fields - add more fields per rule, beyond 100
conditional fields - add more fields per rule, beyond 100 can be selected
2 votes -
Mobile APP: Option to delete pages and insert page breaks
option to delete pages and insert page breaks using the mobile app
2 votes -
Editor Customization: Ability to resize and move the editor toolbar
Ability to resize and move the editor toolbar
2 votes -
Ability to split pages into columns on the document level.
Ability to split pages into columns on the document level.
2 votes -
Auto-scrolling feature with Notary
Is it possible to have an auto scroll feature that would give the notary/presenter to control what documents the borrower/client/recipient are viewing? This would make it easier to go through a document package so that the recipient is on the exact same page as the notary/presenter versus telling them where they should be.
2 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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The ability to see how many reminders have been sent for all documents in a workspace and/or for specific documents
to check how many reminders have been sent for all the documents from the account
2 votes -
Ability to change the location of the product image in the pricing table.
Ability to change the location of the product image in the pricing table.
2 votes -
2 votes
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2 votes
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Billing refund
Process refund for subscription that has minimal usage.
2 votes -
2 votes
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