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Document value for content library items
Ability to set the Document Value in a Content Library
1 vote -
purchase order tracker
It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order
2 votes -
Recover deleted documents
Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own
94 votes -
Ability to restrict access or use of Templates
I would like the ability to restrict access to certain templates. For example, I would like to keep old templates in the system but make them "unavailable" for users to send out. Also, when creating new templates, I would like to make them unavailable until they are approved and signed off on before being made available to users to send out.
3 votes -
1 vote
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1 vote
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Add a document status between "Viewed" and "Completed"
Add a status "Waiting on you" or "Waiting for others" between "Viewed" and "Completed" in case the document has several signers to sign the document, so you will see who still needs to sign the document
1 vote -
Documents Sorted by "Created by"
When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.
6 votes -
option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
7 votes -
report how many documents created by week
How many documents were created by week - get a report of this.
1 vote -
Report to know how many docs are not signed immediately.
Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.
4 votes -
12 votes
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1 vote
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Document Completion Screen Customazation
Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message
8 votes -
send a PandaDoc to a phone number rather than email
Account has recipients that do not have an email address
4 votes -
1 vote
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Search by tags via search bar exactly
Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)
3 votes -
Add the option to prompt the CC recipienst to view the document
is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?
2 votes -
1 vote
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1 vote
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