823 results found
-
Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
17 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
-
2 votes
-
Page content preview in presentation mode
An optional preview of the page content down the side of a presentation.
3 votes -
More filters for documents
Sort the document by status and direct period of time.
15 votes -
Remove the document creator name in the document
Ability to remove the doc creator name in the document that is being send to the recipients.
"by <Creator Name>"
4 votes -
Filter documents by created date
For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)
8 votes -
Simplify Manual to Complete Status Change
Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)
This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…
5 votes -
Duplicate document from inside of it
Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)
34 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
-
Electronic Document Seal
DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.
5 votes -
4 votes
-
Export details - Audit Trail
Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed
143 votesThe status of this suggestion is currently unchanged. Please check back for updates.
-
Download Trail
A feature to track the users who have downloaded the files in the workspace
5 votes -
14 votes
-
Bulk Send: Download all completed documents in one
Bulk Send: Download all completed documents without going to each folder.
15 votes -
3 votes
-
QRCode
For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.
2 votes -
Adding a note with document ownership transfer
Adding a note when you transfer a document
2 votes -
Document tasks
Create and track tasks for specific documents in-app
3 votes -
Signature stamp for frequently used signatures
Generate the ability to create a signature stamp.
e.g.
Signature Title: Accounting
Includes:
Brenda (signature and date)
Amanda (signature and date)7 votes -
Tags For Documents Made From Template/Uploaded
To have the option to sort documents made from templates or uploaded
4 votes
- Don't see your idea?