797 results found

1. Sort the documents by completed date and time.

   Option to sort the documents by completed date and time.

   13 votes

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2. Delete a document from inside of it

   Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

   6 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. OCR capabilities

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

   32 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Download images

   Ability to download images used in PandaDoc documents

   10 votes

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5. Assign date to Signatures

   Assign specific dates from which the recipients may sign the document

   4 votes

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6. 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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7. Native CPQ within PandaDoc

   have native CPQ functionality within PandaDoc

   14 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.

8. Ability to delete not empty folders
   4 votes

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9. 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).

   21 votes

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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

10. 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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11. 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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12. 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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13. Search by folder names: Ability to directly search for document folders rather than simply the title of a document
    8 votes

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

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15. Sends doc automatically after the user sign
    4 votes

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

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17. 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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18. Adding description of tags
    1 vote

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19. Filter document by year
    3 votes

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20. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    14 votes

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