824 results found
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attach bundle documents as a single file upon completion
attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")
now they are attached as separate files
14 votes -
Restrict sending document with unresolved comments
Option to restrict sending document with unresolved inline comments
3 votes -
4 votes
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1 vote
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Download completed document in docx format
Download completed document in docx format
4 votes -
1 vote
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Categorize documents into the same folder (based on recipient)
For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.
1 vote -
1 vote
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5 votes
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Option to view documents from removed/archived Workspace
Option to view documents from removed/archived Workspace
1 vote -
Bulk download documents: Don't save folder structure
In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.
1 vote -
Unassigned option on Owner filter
Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.
2 votes -
Disable the option to edit a completed document
Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
would like to have a toggle to remove the ability to edit a document.30 votes -
Document bundle: send documents at different times
Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.
1 vote -
Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
3 votes -
1 vote
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Ability to move pages between two bundle document
Move pages between two bundle document
5 votes -
Document expiration variable updated when document is edited at a later date
Have the document expiration date variable update in the document when document is edited at a later date.
1 vote -
For recipient - Ability to view all documents in one place.
For recipient - Ability to view all documents in one place.
1 vote -
restrict downloading of the completed document
restrict downloading of the completed document
6 votes
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