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Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
10 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.
1 vote -
5 votes
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2 votes
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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
16 votes -
Automatically organize documents to folders: create trigger to move completed docs to specific folder
In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents
59 votes -
Using Redlining and Approval Workflow Together
Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.
11 votes -
ability to search for those who have not signer /opened a document yet
ability to search for those who have not signer /opened a document yet
4 votes -
4 votes
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[Bulk actions] Upload multiple documents and templates at the same time
CX would like to upload multiple documents/templates at the same in, upon creation of document/template
123 votes -
17 votes
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Edit the Completed document with saving the signature
The option to edit the Completed document with saving the signature.
91 votes -
1 vote
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Route CRM generated documents into PandaDoc folders
Route CRM generated documents into PandaDoc folders
5 votes -
Native CPQ within PandaDoc
have native CPQ functionality within PandaDoc
11 votes -
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.
39 votes -
1 vote
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9 votes
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[Lister] Search documents by text
The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF
15 votes -
2 votes
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