755 results found
-
1 vote
-
1 vote
-
list report about who downloaded the document
list report of who downloaded the document or list report about the downloaded documents of a user
9 votes -
advanced search tool
ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.
5 votes -
Search field for contacts available without clicking magnifying glass
When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.
5 votes -
1 vote
-
6 votes
-
3 votes
-
automatically set document sender: conditional document sender
I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?
5 votes -
The ability to turn off the pop-up asking to save the document as template
Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.
7 votes -
1 vote
-
Conditionally Bundle Documents
Ability to set conditions to bundle documents
5 votes -
Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)
Would like to have a report to pull CRM created docs vs. PD created docs by user
Request rooted from QBR16 votes -
Change Document Location / Folder Inside the Document
Ability to change the file location inside the document without leaving the document.
Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.11 votes -
Keep the Document name and the Sequence Auto-Numbering for Bulk Download
Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)
6 votes -
2 votes
-
auto-populate IP of the users
Is there a way to have a box for customer to click and it auto imports their IP address?
2 votes -
1 vote
-
If only one source file is uploaded, then automatically download as one file.
Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?
1 vote -
Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.
Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.
1 vote
- Don't see your idea?