478 results found
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"awaiting your signature" in dashboard
Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.
Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.
8 votes -
2 votes
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2 votes
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[Lister] Search documents by text
The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF
16 votes -
Search by Two Letters
Client would like to be able to search two letters using the search function.
2 votes -
CC'd team member with "Member" role is able to edit the document
PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.
5 votes -
Export the list of templates per workspace
export template title list per workspace
1 vote -
6 votes
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can add a link to template or document and make it mandatory to click before completing the document.
can add a link to template or document and make it mandatory to click before completing the document.
4 votes -
Audit Trail - add more events
The option to see audit trail of users and the changes they make to a document, such as:
Signing Order
Text edits
Field tokens added
Items added from the content library16 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
7 votes -
Archive showing optional messages associated to sent documents
The function that will allow users to view optional messages they have used on their sent documents.
3 votes -
Ability to search from Dashboard
Search documents from the dashboard
20 votes -
Contract custom Follow Up emails
Option to create contract custom Follow Up emails.
3 votes -
Delete a document from inside of it
Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document
6 votes -
Assign date to Signatures
Assign specific dates from which the recipients may sign the document
4 votes -
Failed Delivery status in PandaDoc
Include a "Failed Delivery" status if document is sent, but then fails.
9 votes -
Disable sending PDF attachment of the completed document to the document owner.
Disable sending PDF attachment of the completed document to the document owner.
3 votes -
Text search option - Sort by folders
An option to search a specific word and sort out the results by folders.
3 votes -
Show the exact time document status was updated in Analytics (not 15 hours ago, but an accurate time)
See exact date and time of document completion in the web view
2 votes
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