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1 vote
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1 vote
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36 votes
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1 vote
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Audit who deleted a document
A panel where customers can see which documents were deleted, and by whom and when.
1 vote -
1 vote
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1 vote
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3 votes
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1 vote
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pdf custom name
Ability to set a custom name on a downloaded pdf. For example, have the name of the document plus the recipient name as the pdf name.
1 vote -
1 vote
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Expiration date for forms
Be able to set expiration date for forms inside of the form so that it is inherited by all the documents created based on the form (like with templates)
1 vote -
Customize password submission screen for password-protected documents/folders
It would be very helpful to be able to add our own customized text or image to the password submission screen. There is a lot of available screen real estate (see the attached image from https://support.pandadoc.com/hc/en-us/articles/1500002610481--Editor-2-0-Protect-documents-with-two-factor-authentication). There is already a small paragraph of PandaDoc-specific text ("by clicking Submit and using PandaDoc's services..." "...as detailed more fully in PandaDoc's Privacy Notice [linked]."). But since the recipient will enter the password to access OUR documents, it's critical that we can add a bit of our own text as well. This could be something like "by clicking Submit, you agree to confidentiality…
1 vote -
Bundles - checkpoints
checkpoints for new hire employee bundles
multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"1 vote -
Data on best time to send documents
Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate
1 vote -
Ability to export selected PDFs from multiple searches in a single batch
Ability to export selected PDFs from multiple searches in a single batch
1 vote -
1 vote
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a way to make all documents of a template go to the same document folder
a way to make all documents of a template go to the same document folder
2 votes -
Automatically change document status if opportunity is closed.
Automation: if the connected opportunity in Salesforce is closed, then the PandaDoc document would move to completed status, without a checkbox/signature/call to action.
8 votes -
save document
option to save completed document on different location of device rather than a default location of downloads
1 vote
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