605 results found
-
Track Negative Revenue Reporting Without Deleting The Document
We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.
7 votes -
sent document - change document name without editing it
sent document - change document name without editing it
5 votes -
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.
10 votes -
Email notification of signer includes the name or email of whomever completed
Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.
7 votes -
Change status inside the document
Having that functionality inside the document would be great where you could move it from sent to view to complete to decline.
3 votes -
password for downloaded pdf/docx
Will allow the user to set a password on the downloaded completed document
2 votes -
Ability to filter by team in the Admin view of the Dashboard
Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.
So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.
4 votes -
Co-Owner Role for documents
It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office
3 votes -
Print only option
After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.
2 votes -
Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data
Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
As of now, it's too many steps to click and export a report.
He'd like to have an actionable item from that screen as well.
example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.2 votes -
Filter documents by Contacts
Have the ability to filter documents by contacts.
2 votes -
Settings to enable the removal of blank pages on sent documents.
Settings to enable the removal of blank pages on sent documents.
2 votes -
option to hide documents (don't want to delete them, but want them hidden)
option to hide documents
5 votes -
Search Results are no longer sortable
We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
thank you,19 votes -
Option to view if the recipient click the link inside the document
Will allow the user to view if the recipient access or click the link that is included on the document
1 vote -
Show a document status on the downloaded PDF
Show a document status on the downloaded PDF
2 votes -
Document search filters- display all folders containing the key word as results of the search
Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.
It would be good if folders with the key word in titile were showing in the search results as well.
2 votes -
Required password/verification for users to upload document
System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.
2 votes -
Disable recipient download/print PDF option for a document but send PDF copy via email after signing
Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.
3 votes -
Document access for recipients after decline
When a document is declined by one recipient, all other recipients should still be able to access the document.
2 votes
- Don't see your idea?