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  1. 13 votes

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    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  2. 19 votes

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  3. 2 votes

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  4. 3 votes

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  5. 10 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    also after a Document is created, we may have to add collaborators on the fly

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  6. 5 votes

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  7. 6 votes

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  8. 31 votes

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  9. 2 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 
  10. 10 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    There is a Workspace option for turning off forwarding, but it is ignored from API when creating from a PDF.

    When a Documented is created from PDF, we need to honor the Workspace option, or possibly enable and disable forwarding directly from an API option.

    also see this related Idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/44274366-disabling-forwarding-feature-via-api

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  11. 3 votes

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  12. 28 votes

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  13. 70 votes

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    Hi. 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!

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  14. 20 votes

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  15. 31 votes

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  16. 9 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    During Bulk Send, the import file can contain recipient and custom variables, but fillable-fields (role-assigned fields) are not currently supported. Expand the import process by supporting any fillable-field, using the "merge field name" as the reference for matching the data into the appropriate field.

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  17. 5 votes

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  18. 9 votes

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    AdminAnonymous (Admin, PandaDoc) commented  · 

    Within the Signature Block, add a *type* property, with a new option of *click-wrap*, that would simply be a checkbox control vs the legacy signature control. If the click-wrap signature type is selected, have two additional options (a) click-wrap-text, defaults to "I Agree", and (b) click-wrap-url. If the click-wrap-url is not empty then the url is displayed above and must be clicked on to enable the "I Agree" checkbox control. Clicking on the url should show the url content in a separate window or tab, as to not disrupt the originating signing page, taking into considerations both desktop and mobile views. The click-wrap type should be listed on the completed Documents signature certificate page (just like a legacy signature)

    AdminAnonymous (Admin, PandaDoc) supported this idea  · 
  19. 31 votes

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  20. 1 vote

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