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Keep the document name when bulk-downloading
Bulk download does not keep the document name. but keeps the template name instead.
3 votes -
Document menu: View and make attachments + uploaded documents (wet signature) clickable from the document menu.
Document menu:
View and make attachments + uploaded documents (wet signature) clickable from the document menu.2 votes -
2 votes
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automatically set document sender: conditional document sender
I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?
3 votes -
The ability for a find and replace all feature within the product.
Platform-wide word search / word search & replace.
4 votes -
View and track edits feature in the document version history like in MS word or google docs
track edits feature in the document like in MS word or google docs
1 vote -
Reporting: filter for trash documents
filter that would allow excluding trash documents from the reporting
1 vote -
send different documents for different signers in bulk
send different documents for different signers in bulk
1 vote -
When a document is complete (wet signature) would like to upload multiple docs when changing the status
When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status
1 vote -
1 vote
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Option to change the document owner once a document is generated from CRM
Option to change the document owner once a document is generated from CRM.
- Will allow the creator of the account to choose the owner of the document once creted from CRM
1 vote -
The ability to separate documents in a bundle to be totally separate document.
Remove a document from a bundle and make it a totally separate document without having to use the content library.
1 vote -
2 votes
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1 vote
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1 vote
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Option to set document sequence numbers to be randomly generated rather than follow the sequence order.
Option to set document sequence numbers to be randomly generated rather than follow the sequence order.
1 vote -
Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download
Preserve the PDF layers once exported from PandaDoc
1 vote -
automatically resend expired documents
Is there a way where once a document expires, we can automatically re-send it to the signer?
I see we can set a one day reminder but I was hoping for it to be automatically re-sent.
1 vote -
1 vote
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The ability to see which recipients have viewed a particular document, and which have not.
Right now this isn't available with the reporting feature.
1 vote
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