745 results found
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[Reporting] Export in CSV file draft documents, include Draft document into the reporting
export in CSV file draft documents
3 votes -
1 vote
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to be able to bundle the signed document and a new one
The signed document can be added as PandaDoc document to a new document which is not signed.
2 votes -
Keep the Document name and the Sequence Auto-Numbering for Bulk Download
Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)
6 votes -
Attachment on email body: use attachments in saved messages
Can I add an attachment to that message while in the PandaDocs environment?
(email body before sending document via email)
2 votes -
11 votes
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1 vote
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21 votes
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6 votes
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2 votes
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1 vote
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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
3 votes -
advanced search tool
ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.
5 votes -
Search field for contacts available without clicking magnifying glass
When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.
5 votes -
Downloading attachments along with the document they are attached to
Download attachments with PDF
175 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Conditionally Bundle Documents
Ability to set conditions to bundle documents
5 votes -
Document Completion Screen Customization (Automatically send a thank you message when the document is completed)
Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message
65 votesHi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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2 votes
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Lock bundled documents so they can't be edited or deleted.
The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.
1 vote -
Internal notes or comments on a document/template
We would like to have an internal note on a document
14 votes
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