735 results found

1. Assign date to Signatures

   Assign specific dates from which the recipients may sign the document

   4 votes

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2. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

   The option to search from Documents tab by status and tag simultaneously.

   20 votes

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3. OCR capabilities

   OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

   30 votes

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4. Ability to delete not empty folders
   4 votes

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5. Disable sending PDF attachment of the completed document to the document owner.

   Disable sending PDF attachment of the completed document to the document owner.

   3 votes

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6. Text search option - Sort by folders

   An option to search a specific word and sort out the results by folders.

   3 votes

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7. Show the exact time document status was updated in Analytics (not 15 hours ago, but an accurate time)

   See exact date and time of document completion in the web view

   2 votes

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8. Native CPQ within PandaDoc

   have native CPQ functionality within PandaDoc

   13 votes

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   Early access  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

   Hi,

   Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team or your associated CSM or AM.

9. Automatically send a document once a checkbox is clicked in another document
   2 votes

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10. More Robust Analytics Reporting

    The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    18 votes

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11. Sends doc automatically after the user sign
    4 votes

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12. Export recipient's emails by filtering document status
    3 votes

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13. ability to see who from team members opened a document

    ability to see who from team members opened a document

    1 vote

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14. Adding description of tags
    1 vote

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15. Filter document by year
    3 votes

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16. Search by folder names: Ability to directly search for document folders rather than simply the title of a document
    7 votes

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17. Option to see who deleted the document in Audit Trail like in EV1
    2 votes

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18. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    13 votes

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19. Ability to sort docs in the Inbox tab
    9 votes

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20. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file
    8 votes

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