633 results found
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Adjust the subfolder view for long folder names
Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name
1 vote -
ability to search for those who have not signer /opened a document yet
ability to search for those who have not signer /opened a document yet
6 votes -
3 votes
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5 votes
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Automatic PDF attachment to email within the Bulk Send feature
Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.
2 votes -
Search by Company
Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.
4 votes -
Show user's (not all the workspace's) documents in dashboard by default
When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.
1 vote -
1 vote
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5 votes
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Generate signature certificates for Bulk Send
Mass generate separate signature certificates for the documents that have been sent in bulk.
1 vote -
1 vote
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4 votes
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From Completed to Viewed
Change document status from Completed to Viewed manually
2 votes -
Count all the templates/documents in folder (including subfolders)
Be able to see the number of all documents/templates in the folder (including subfolders)
1 vote -
Hiding documents from Inbox
Not deleting them
1 vote -
Apply text settings to the whole column
Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)
2 votes -
2 votes
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Set recipient name after it's in Sent status
Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)
1 vote -
mass check documents that are being sent out of bulk to know if any of them differ from the original template
mass check documents that are being sent out of bulk to know if any of them differ from the original template
2 votes -
Viewed status
Differentiate Expired Documents that have been viewed or not viewed.
Do not change the document status to Viewed if a cc has opened it, only if the signer has opened
9 votes
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