745 results found
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Disable removing recipients in CC
Option to disable removing recipients in CC, always keep recipient in CC
6 votes -
Ability to use reporting based on when the signature was created and how long it is valid
It would be very helpful to have the ability to use reporting based on when the signature was created and how long it is valid
1 vote -
Option to resend a completed document to one of the signers for re-signing
Option to resend a completed document to one of the signers for re-signing (without editing the document)
2 votes -
Generate Report based on Field/Variable Info
The ability to create a custom Report using Fillable Field and/or Variable information.
8 votes -
filter document download
filter document download by regular documents, documents from bulk send and documents from forms
2 votes -
Visibility of a document status for a CC recipient
The option for a CC recipient to see the status of the document.
2 votes -
Add new role in the document
add new role in the document
2 votes -
Smart Folders: sort documents by status or tag
Smart folders would be more useful (or at least equally as useful) as the "move to folder" automation. Smart folders could automatically sort documents into folders by status. They could also sort documents by tags. Ideally, the document library would be able to be viewed in multiple manners, similarly to the way Gmail uses tags or Outlook uses smart folders. You click on a smart folder, and all of the items that meet the criteria of the smart folder appear, even though the items are not physically located in the smart folder. The smart folder serves as a way to…
1 vote -
Be able to see created date after you search for a specific document
In the "My documents" section, you can see the creation date on the list, but if you use the search feature, it only shows you the "modified date" and doesn't give you the option to see the created date. i wouldn't mind a whole separate option for it or still being able to change the modified date column to the created date column. Sometimes we are looking for patterns with templates failing or getting stuck in draft from our API and it's more helpful to see the created date then it is the modified date.
1 vote -
Enhanced Tagging System
Enhanced Tagging System
Overview:
Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.
Key Features:
Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.
Template-to-Document Tag Transfer: Tags…
2 votes -
Sender receives the completed PDF but the other recipients do not
Sender receives the completed PDF but the other recipients do not
2 votes -
Report documents created in PandaDoc and linked back to CRM
Report showing documents created in PandaDoc and linked back to CRM
2 votes -
Report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)2 votes -
2 votes
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Have a general "To Sign" document status
"To Sign" document status for all documents within the workspace so you can filter them by this status under My documents
2 votes -
Copy and paste fields
There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.
Manually adding multiple initials to documents that are 30-50 pages is very time consuming.
Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?
7 votes -
Show which completed documents you have opened vs which completed documents you have not opened
Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.
2 votes -
Manually change document status to Incomplete
Manually change document status to Incomplete
1 vote -
Reporting based on contacts
Report that shows who in PandaDoc contacts had already received quotes
2 votes -
Download all documents across workspaces
Have the ability to download All Documents from all workspaces, without needing to go into each one separately and download them.
1 vote
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