735 results found
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Internal notes or comments on a document/template
We would like to have an internal note on a document
14 votes -
Add the option to prompt the CC recipienst to view the document
is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?
2 votes -
Document analytics for content blocks - marketing
Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.
3 votes -
Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document
Have a pop up on the new document wizard window as it is not clear what will happen after you add recipients and then go to editing document
1 vote -
Limit Bulk Send User
Limit the user of the bulk send
1 vote -
Add "To Sign" to Dashboard
Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.
4 votes -
21 votes
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1 vote
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1 vote
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1 vote
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28 votes
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4 votes
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Adding a note with document ownership transfer
Adding a note when you transfer a document
2 votes -
Search by tags via search bar exactly
Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)
6 votes -
Created documents get put in folder you are in
When you create a document, if you are in a folder, it gets created in said folder.
4 votes -
private dashboard of docs that contained financial info
A private dashboard of docs that contained financial info so other users cannot see unless invited
6 votes -
3 votes
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2 votes
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10 votes
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Ability to add or attach a document / attachment to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
20 votes
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