723 results found
-
add a pop up about document ownership transfer before deleting the user from the account
add a pop up about document ownership transfer before deleting the user from the account
1 vote -
Able to search for the documents of a deleted user in the documents tab by 'Owner' filter
detect the documents of the deleted user in the document filter owner
4 votes -
Ability to create your own home page filters
Ability to create your own home page filters for sorting documents
4 votes -
document ellipsis option in Document tab should be similar to the Home tab's
document ellipsis option in the Document tab should be similar to the Home tab's, not just having a delete option but duplicate, rename, change status etc.
2 votes -
manually change document status - viewed to paid
option to manually change document status - viewed to paid
9 votes -
Delete document - verification message
The ability to add a verification or 2-step process when deleting documents.
i.e when a document is clicked for deletion, a message pops up alerting that the document will be moved to trash, asking if the user would like to proceed.
3 votes -
Document sequence: include dynamic months and years
Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.
2 votes -
Option to download PDF from PandaDoc with low resolution version
Ability to adjust resolution version when download documents in as PDF to make the size smaller.
1 vote -
Option to pull logs for a contact info changes
- Will allow the user to get log about the changes or update on contacts.
1 vote -
Disable recipient download/print PDF option for a document but send PDF copy via email after signing
Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.
5 votes -
[Home] Control of the document visability depending on the status
The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.
2 votes -
Document access for recipients after decline
When a document is declined by one recipient, all other recipients should still be able to access the document.
2 votes -
See Who Moved Documents or Folders to Another Folder
Is there a way to see who moved documents or folders to another folder and when they moved them?
1 vote -
1 vote
-
Audit Trail - Recipient Analytics - Recipient Time Spent viewing Document
I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.
4 votes -
Email notification of signer includes the name or email of whomever completed
Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.
8 votes -
Outbound Email Audit Log: See Email Message Content Sent to Customer
I am trying to do is find the original email message that came with the document sent notification. Even though I and other team members were copied on the outbound email, we do not see that message and would like to reuse that language in the original mail. Is there a way for us to get an outbound email audit log to see the messages we sent via panda?
2 votes -
Ability to filter by team in the Admin view of the Dashboard
Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.
So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.
5 votes -
Disable 'Created by me' filter in document list
Remove some default filters in the document list.
"We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."
1 vote -
Modified time in the document list show minutes and seconds.
Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.
3 votes
- Don't see your idea?