725 results found
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Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.
It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.
21 votes -
Collect completed documents from recipient via link
The ability for the Sender to collect the completed document from the recipient via a link.
1 vote -
Download more than 300 documents at one time
Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674
Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.
1 vote -
Ability to set multiple columns when going through contact documents
i.e the ability to alphabetize documents while also setting the order for the status column
4 votes -
Document UUID metadata in PDF
Add document uuid to the PDF downloaded.
1 vote -
View if completed document notification was sent to recipients.
Ability to view if a completed document notification was sent to recipients. Possibly added to the Audit Trail.
1 vote -
Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
1 vote -
Ability to rename documents in bulk
We have this license number we have from DPS, its on all the docs we have and it needs to be updated
3 votes -
1 vote
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Option to show the signer who completed the document in the reporting feature
Will allow the user to view who signed the document in the reporting feature
4 votes -
1 vote
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6 votes
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Access to document analytics via API
I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.
4 votes -
Be able to add Templates and Documents into a folder
Would like to be able to have a universal folder that can be moved from the documents to templates list, not just folders where only documents or only templates can be held
2 votes -
1 vote
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Make Signer and CC'd Recipients easier to view on document
An easier way for recipient to see who is a signer or CC'd on a document. Instead of having to hoover over the Bubbles at the top of the document allow there to be a portion on the side of the document to view who is all a signer/CC'd on the document. "Or make it more prominent that everyone copied is listed at the top of the pandaDoc."
2 votes -
1 vote
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Categorize documents into the same folder (based on recipient)
For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.
1 vote -
1 vote
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Sort documents by specific year or month
Be able to sort by a specific year or month.
2 votes
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