823 results found
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Ability to keep the expired status of the imported documents
When importing an expired document it should keep the expired status
2 votes -
hide documents with a certain tag
a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".
2 votes -
Ability to search for documents based on their renewal date
Have the ability to search for documents or filter based on their renewal dates.
3 votes -
Disable the option to manage recipients for sent document
When a document is on set status, the option to add a recipient on the sent documents should be disabled
2 votes -
Filter Zapier generated documents
Ability to filter Zapier generated documents
2 votes -
Actions Required: Be more specific with the status
Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".
3 votes -
Ability to have a more flexible search option
Have the ability to be more flexible when searching for documents.
For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.
2 votes -
Routing functionality for whitelabeling
Ability to intelligently route responses to a specific inbox when using whiteladeling
2 votes -
link document to another document
When we have a signed agreement, that agreement can be linked to another agreement.
3 votes -
2 votes
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Option to access previous document versions directly in the PandaDoc interface
For example, if a document was signed, then edited, and signed again, it would be helpful to have access to the PDF copy of the original signed version before the edits were made.
2 votes -
document and template create date to change when you make changes to it
When making a change to either template or document, the creation date should change based on the latest changes
2 votes -
2 votes
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Add more recipient related fields in webhooks
Add fields related to recipients' data to webhooks, e.g.:
1. "signature_date" - currently present in Document details endpoint, but not in Webhooks
2. Delivery date
3. Declined date2 votes -
2C2P Payment Gateway
2C2P Payment Gateway
1 vote -
Option to bulk download documents directly
Option to bulk download documents directly instead of receiving a link to an email
2 votes -
Restrict send documents on someone's behalf
restrict send documents on someone's behalf
2 votes -
Bulk/multiple approval of documents
To be able to approve multiple documents at once.
2 votes -
dropdown option to be alligned to the text
The text on the dropdown option should automatically aligned with the text format
3 votes -
Attachment in Mobile Apps
Ability to make attachments and view attachments in mobile apps
2 votes
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