326 results found
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Ability to add "@-mention" in a document chat once it gets sent out.
Ability to add "@-mention" in a document chat once it gets sent out.
1 vote -
Ability to keep archived documents longer than 90 days
We want to keep the archived documents forever
3 votes -
Reflect Document Title on Email Subject Line (Bulk Send)
Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.
2 votes -
Add column headers/Customize columns on Dashboard
Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.
3 votes -
Remove CC recipient from Expired document
Ability to remove a CC recipient from an Expired document
2 votes -
Remove Option to Turn Off Identity Verification
Please add an option to prevent users from turning off identity verification on documents. Once enabled, users should not have the ability to disable it.
2 votes -
Printable Detailed Audit Log of Document History
Printable version of the document audit trail beyond the current CSV export, which contains excessive data and is not user-friendly for legal purposes.
3 votes -
Automatically Delete Recipients when Removing All Fields in a Document
Currently, when the final field assigned to a recipient is deleted, the system automatically moves that user to the CC list. It would be good to have an option to automatically delete the recipient upon removing their last field in a document.
2 votes -
Per-Page Signed Indicator on Completed Documents
When a document is fully signed/completed, automatically apply a visible mark or stamp on every page (e.g., "Signed" or "Completed"). This gives viewers, recipients a clear, at-a-glance confirmation that the entire document is executed, regardless of which page they're viewing.
2 votes -
Alternatives to retreieve a signed document
Alternative to retrieve a signed document. Adding a version control to easily protect the singer and sender if a signed document accidentally edited.
1 vote -
Rooms: Navigation bricking when Folders are top level
When a Folder is at the top level, both navigation and Document move/copy functionality are completely bricked. Major program defect. Documented in support Ticket #76173928: "Issue with Folder and Room Structure Affecting Document Copy and Move".
Solution options:
1. Prevent use of Folders at top level, require it must be Rooms.
2. Make program navigation and document move/copy navigation work if Folders are at the top level.1 voteHi. 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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Option to export contacts with links to PDF/Documents
Option to export contacts with links to PDF/Documents
1 vote -
2 votes
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Export the Audit Trail for Multiple Documents in Bulk
Export the audit trail for multiple documents over a specific period in bulk.
2 votes -
Revert Document Generation Link Like the Old Editor
Revert Document Generation Link Like the Old Editor with lesser steps. The new editor let you generate link only on the page 4 of workflow.
2 votes -
On the document viewer page add a link to force out a reminder email.
On the document viewer page add a link to force out a reminder email. Allow for the multi-selection of documents to bulk email reminders to multiple signers.
On the dashboard, include an overview of sent documents that remain unsigned, listed in order of which will expire first.1 vote -
Reporting: Custom date ranges that go to a future end date
Have the ability to start a report that ends at a future date without having to alter the custom date each time. For example, Today is February 13th and I would like to create a report for this quarter that collects data from the start of the year to the end of March for the first quarter, then start a new report for the next quarter, etc.
2 votes -
BRING BACK TRANSFER DATA!!!
I understand that a new version is being built, but in the meantime WE STILL NEED THIS FUNCTIONALITY. Honestly, this is a core feature of PandaDoc, and it's borderline unusable without it. This feels like a bait and switch, and I may ask for a partial refund. We have built our workflows around this feature for years. The WHOLE POINT of PandaDoc is to avoid data entry between documents. I am livid.
I also see that the early access version of the new experience does not include payments. Why not???? Another core feature that's now baked into our business processes.…
1 vote -
Retain recipients and metadata associated with it, when moving completed documents from one workspace to another.
To have the ability of retaining recipients and all metadata associated with it, when downloading a completed document from one workspace and uploading it in another workspace,
2 votes -
Export documents in Markdown format
Hi there, it would be great to have the ability to export documents in .md format. Google Docs/Sheets do it too, and this is way better for AI to use and learn from our documents this way (without writing python scripts to read PDF/.docx files).
Thanks for considering this feature.1 vote
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