328 results found
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7 votes
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5 votes
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Signature certificate for the documents completed manually
Option to generate a signature certificate for the documents completed manually
14 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
28 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Lock Signing Order
Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.
13 votes -
Skip/remove or override a signer the signing order
Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)
22 votes -
Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs
At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).
139 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)
Include a "Failed Delivery" status if document is sent, but then fails.
29 votes -
8 votes
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Permissions for specific documents: Private documents (Password protect documents internally)
Have an option to create a private document where only the account owner/user can have an access to.
Restrict/lock documents from other Admins View.201 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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choose specific time of day for document expiration
choose specific time of day for document expiration
128 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
15 votes -
Add tag colors for further organization
The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.
3 votesValeryia Baranava responded
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[Bulk action] Ability to customize/disable expiration date for several documents at the same time
Ability to add a specific expiration date for several documents at the same time
43 votes -
Create doc/template quick buttons
Shortcuts for documents or templates
7 votes -
34 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Edit the Completed document with saving the signature
The option to edit the Completed document with saving the signature.
214 votesThe status of this suggestion is currently unchanged from when the previous comment was posted.
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The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.
The option to restore signed document after pressing Edit button.
104 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Audit Trail - add more events
The option to see audit trail of users and the changes they make to a document, such as:
Signing Order
Text edits
Field tokens added
Items added from the content library31 votes -
Ability to search within the document
Ability to search within the document
28 votes
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