467 results found
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Export in CSV file draft documents, include Draft document into the reporting
export in CSV file draft documents
2 votes -
UTM parameter
to set up the UTM parameter in PandaDoc and get it visualized through our analytics.
1 vote -
add tags inside the document to the selected parts to be able to track these selected items tagged within the document
to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.
1 vote -
Bring back the document status list on the bottom-left of the page
Option to restore classic status indicator on documents:
Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.1 vote -
export the sales part of the documents in the CSV file
export the sales part of the documents in the CSV file
E.g. Pricing tables items
1 vote -
Change Document Location / Folder Inside the Document
Ability to change the file location inside the document without leaving the document.
Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.5 votes -
Specify how the payment is made (ACH, Card)
Specify how the payment is made (ACH, Card)
3 votes -
Options to reject the documents once the comments has been noted or written.
Options to reject the documents once the comments has been noted or written.
1 vote -
Keep the Document name and the Sequence Auto-Numbering for Bulk Download
Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)
4 votes -
option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.
option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.
1 vote -
ability to change the internal name on sent documents
Now we can rename a sent document from the Documents section only, however, as we open a document, the previous document name stays on the top left of the cover page
3 votes -
Documents
• Unable to search by doc name when viewing inbox
• As admin unable to take control over docs sent by users
• As admin unable to impersonate other users
• When recipients are altered it disarranges preassigned field boxes
• Templates are easily modified as they do not require to hit a ‘save’ box when a change is made
• As soon as you open a template it is in ‘edit’ mode which has caused users to accidentally modify templates1 vote -
1 vote
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Document Bundling - completed document triggers bundle send to same recipient(s)
Would like the capability for a bundle to be sent upon a signed NDA.
Once a completed document occurs, an event is triggered for a bundle to be sent out to the same recipient/signer.5 votes -
Bulk download: save structure
Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account
1 vote -
option to attach multiple documents under one persons name besides just using a folder using document bundling
option to attach multiple documents under one persons name besides just using a folder using document bundling
1 vote -
Add a block for Approved/Rejected documents that are in an approval Workflow
After a document goes through the approval process they stay in the "For Approval" block once they have been approved or rejected. It would be nice for them to move to to a Approved block or a Rejected block for visual confirmation of the process being completed instead of them staying in the "For Approval" until they are sent or Re-submitted for Approval.
1 vote -
Quick view for a particular document type created
Client requested if she could have a quick glance to same document type and see how many of them were made.
1 vote -
Add custom validity to a signed document
Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month
1 vote -
2 votes
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