6602 results found
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Option to see who completed the document from the document list
The client would like to see who exactly had completed the document because the status shows as "Viewed" until everyone has signed it. They wanted this information to be visible without opening the analytics, just from the document list.
1 vote -
Increase recipient limit
Increase limit of 50 recipient
1 vote -
1 vote
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1 vote
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GreytHR
It would be helpful for cross team collaboration to have GreytHR integration
1 vote -
Automation: Document Sent or Opened, Change Stage
It would be great if when a document was sent and maybe opened, the automation could report to change the stage. If we send a quote or proposal. We could update automatically
1 voteHi,
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:
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Text block restricted by table cell
Option to make fillable text field only stretch to the perimeters of the table cell
1 vote -
Toggle download option for recipients on sent documents
The ability to toggle document download option for recipients even after the document has been sent.
1 vote -
1 vote
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Ability to delete recipient uploaded content via Collect Files Field
The option for document owners to completely remove/delete recipient uploaded file on documents for security purposes.
1 vote -
Copy/paste Smart Content from one template to another
Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.
1 vote -
Mass update the setting for the expiration notification
Option to disable 1 day prior to expiration email notification for several documents at once instead of disabling the notification individually
1 vote -
Automation: Transfer document ownership
Customer would like to have a feature that will automatically transfer the document ownership.to one of the members in their workspace
1 vote -
Program a date/time to send a document from HubSpot
Program a date/time to send a document from Hubspot
1 vote -
Send another PandaDoc document when PandaDoc document status changed to Paid
Send another PandaDoc document when PandaDoc document status changed to Paid
1 vote -
Integration with Amadeus Delphi
Integration with Amadeus Delphi to make eSignature faster.
1 vote -
Option to replace a signed document with a new one
Option in the Pandadoc to null the signed letter: replace a signed document with a new one. The existing signed documents should be in the bottom with X line.
This functionality should allow users to update or replace a signed document while providing clear visibility of the previous version within the new one.1 vote -
Option to save variable value to CLI
Option to save variable value to CLI
1 vote -
Use role variables to auto-populate information on the document but exclude the recipient from the document
I was wondering if I could create a document and not send it to all the parties? I have created a template with variables for Clinic, Sonographer and Recruiter. I want to be able to send it out so only the recruiter and sonographer can see it, sign it and return it. is that possible? Ideally i want to use the contact details for the clinic but not include them in the email trails / let them view the documents.
1 voteHi,
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:
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Volume-based pricing: for the recipient to be able to choose the volume instead of indicating the quantity
Option for the recipient to select a volume, for example, from 51 to 100, instead of selecting and putting the quantity manually
1 vote
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