723 results found

1. When a document is complete (wet signature) would like to upload multiple docs when changing the status

   When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status

   3 votes

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2. View a completed document with a signature certificate inside the editor, as well as on a downloaded pdf
   2 votes

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3. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app
   1 vote

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4. Option to change the document owner once a document is generated from CRM

   Option to change the document owner once a document is generated from CRM.

   • Will allow the creator of the account to choose the owner of the document once creted from CRM
   5 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. The ability to separate documents in a bundle to be totally separate document.

   Remove a document from a bundle and make it a totally separate document without having to use the content library.

   5 votes

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6. Ability to export list of all the folders and files within the app, export folders tree.
   1 vote

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Export comments/suggestions to Excell or Google Sheets
   6 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Remove documents from timeline on the dashboard
   4 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. Random proposal numbers: option to set document sequence numbers to be randomly generated rather than follow the sequence order.

   Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

   4 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download

    Preserve the PDF layers once exported from PandaDoc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Create document folders for each contact (client) in bulk
    2 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. (bulk send ) documents auto enter the name when user fills it out
    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. The ability to see which recipients have viewed a particular document, and which have not.

    Right now this isn't available with the reporting feature.

    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. Specify how the payment is made (ACH, Card)

    Specify how the payment is made (ACH, Card)

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Report for documents that changed to a certain status during a date range
    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Option to exclude data from deleted documents in reporting
    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Export documents tag list
    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Document menu: View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Export document's recipient analytics
    7 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. Delete recipients from signed documents

    Delete recipient from signed document
    https://pandadoc.zendesk.com/agent/tickets/368762

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded