791 results found

1. [Bulk Action] import tags

   Bulk import tags.

   1 vote

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2. Ability to pull all the tagged documents only within the folder you're currently in.

   Ability to pull all the tagged documents only within the folder you're currently in.

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3. Show Tax Exclusive Document Values on Document List

   Option to show tax exclusive grand total values on the document's list

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4. Delete recipients from signed documents

   Delete recipient from signed document
   https://pandadoc.zendesk.com/agent/tickets/368762

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. Option to automatically copy the field format of a previous document when uploading a new one
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6. Reminders before the start date of the contract
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7. Document Analytics: See Date and Time instead of Number of Days Passed

   Document Analytics would be easier to see the date directly instead of the number of days passed.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. The option to set up conditional validation of documents
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9. Update/Replace sent document (source file) without editing a sent document.

   when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.

   3 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. SMS Verification for Bundles

    Be able to add SMS verification to bundled documents.

    3 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Enable page numbers upon PDF output to start on a specified page (other than the 'actual' first page)

    e.g. Specify "Page 1 of 10" to start on page 3, and "Page 2 of 10" to start on page 4, etc....

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12. [Reporting] Export in CSV file draft documents, include Draft document into the reporting

    export in CSV file draft documents

    https://pandadoc.zendesk.com/agent/tickets/389940

    3 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Option to check Analytics of a previous version of a document
    1 vote

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. 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.

    https://pandadoc.zendesk.com/agent/tickets/403225

    2 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. 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

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    2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. 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

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Downloading attachments along with the document they are attached to

    Download attachments with PDF

    194 votes

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    32 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

18. Export a list of all upcoming renewals
    22 votes

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    3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. Export emojis to PDF
    11 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. rejection metric
    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded