467 results found
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1 vote
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SMS Verification for Bundles
Be able to add SMS verification to bundled documents.
3 votes -
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....
1 vote -
Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire
extend the expiration time of a document once it has become expired
145 votes -
Ability to set set a sequence number of a deleted document to a new one
Ability to set set a custom sequence number on a document whether it was previously used or not
1 vote -
1 vote
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Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters3 votes -
Ability to limit document creation for account users
Ability to limit document creation for account users
1 vote -
Move document in Draft to a specific folder
Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.
1 vote -
22 votes
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Download a report for documents created from CRM integrations
The ability to download a list of documents created from CRM integrations only.
1 vote -
Search Results are no longer sortable
We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
thank you,1 vote -
5 votes
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1 vote
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Time to view (Reporting)- include the specific pages as it does on single document level
We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.
Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.
"We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents."
1 vote -
Create a report showing renewal dates of all the documents
To have an option to create a report of all renewal dates of the documents (also with the status as Complete and Draft)
1 vote -
Separate documents from the bundle after partial signing one of the documents in a bundle
Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.
1 vote -
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 -
Export Expired Documents Recipient Details
A way to compile a list of email addresses from expired documents without having to click into each one separately.
1 vote -
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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