695 results found
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Lock ability to download to pdf to preserve document analytics / Disable Template PDF download option for the team
Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.
5 votes -
option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
9 votes -
send a PandaDoc to a phone number rather than email
Account has recipients that do not have an email address
6 votes -
Create a copy or shortcut of completed documents in another workspace
Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.
6 votes -
Sorting Reporting Data by header fields, like owner, date, recipients, etc.
In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.
1 vote -
Offline Storage of completed document
a storage for completed documents without making it as a draft
11 votes -
1 vote
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Ability to Change Time Zone for a Signature Certificate
The option to change time zone for signature certificate.
133 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost
Ability to create new status tiles for document management.
137 votesHi. 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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making corrections on signed document
Need to be possible to send the completed document back to the users and have them only make the required corrections into the needed fields
3 votes -
4 votes
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Attachment on Sent documents
Ability to allow users to attach files even when the document has been sent.
10 votes -
1 vote
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6 votes
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when bulk downloading documents save them as PDF, not in ZIP file
when bulk downloading documents save them as PDF, not in ZIP file
6 votes -
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 -
Documents Sorted by "Created by"
When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.
7 votes -
purchase order tracker
It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order
2 votes
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