695 results found
-
Ability to copy documents/templates across accounts
The ability for users with multiple PandaDoc accounts to copy their templates and documents across accounts.
9 votes -
Ability to rename a Sent document when on viewing mode (opened document)
Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.
9 votes -
Set expiration date when uploading the document
Set expiration date when uploading the document
18 votes -
Request for Consistent Formatting of Word Docx and Google Docx Uploads
Customer would like the word docx and Google docx to follow the format when being uploaded to the platform
10 votes -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
11 votes -
Bulk send already created draft documents
Bulk send already created draft documents
5 votes -
Report on Signature Certificate data
Being able to report on data from the signature certificate such as IP address, location, etc.
2 votes -
2 votes
-
Ability to fax PandaDoc
Ability to fax PandaDoc
29 votesWhile we don't have a way to directly fax a PandaDoc, we now offer PandaDoc Online Fax! You can send 20 pages from your computer for free. Currently, you can digitally fax documents from anywhere in the world, and receive digital faxes in the US and Canada.
-
Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.
It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.
21 votes -
Ability to move documents to another contact in PandaDoc Contacts
Ability to move documents to another contact in PandaDoc Contacts
2 votes -
expand sorting capabilites
Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible
3 votes -
Delete documents from inbox without deleting the document from the account
Delete documents from inbox without deleting the document from the account
4 votes -
Ability to choose which recipients receive signature certificate
Ability to choose which recipients on the document receive the signature certificate.
4 votes -
ability to download a csv file for sent documents
download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent
4 votes -
Generate link after document is approved
The ability to generate a document link after being approved rather than automatically being sent via email.
2 votes -
recipient signature after watching video
The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.
2 votes -
manually change the document status from completed to approved
manually change the document status from completed to approved
2 votes -
Reports Select All Filter
When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.
2 votes -
Automatically add the name, signature, and the date of signing when the document is sent.
Automatically add the name, signature, and the date of signing when the document is sent.
2 votes
- Don't see your idea?