714 results found

1. In-depth document reporting

   More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

   2 votes

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2. Export all documents list with statuses and other information

   Give option to export list of all Documents status.

   16 votes

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3. Lock completed documents

   Have an option where once document is completed, it is locked and cannot be opened.

   24 votes

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4. Upload Password Protected Files
   3 votes

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5. Granular permission to turn off commenting user by user or role by role
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6. Granular permission to view set users documents (not all or nothing)
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7. automatically print completed Documents

   Allow to set up automatic printing of the document in the web app

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8. Check uploaded documents for viruses

   Our users upload PDFs to PandaDoc for signing and then copy them from PandaDoc to our servers for our records. I wwould like to make a feature request to have files scanned for viruses prior to uploading. Thank you.

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9. Sorting of Tags

   Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.

   7 votes

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10. Ability to seprate PDF pages on a completed doc

    need to separate out each document into it's own pdf.

    1 vote

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11. Filter criteria for the dashboards view per date range

    Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

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12. Create a Video Links Library

    It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.

    3 votes

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13. Tags For Documents Made From Template/Uploaded

    To have the option to sort documents made from templates or uploaded

    4 votes

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14. Documents Sorted by "Created by"

    When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.

    7 votes

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15. Electronic Document Seal

    DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.

    5 votes

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16. filter Activity Data by Template Type

    filter Activity Data by Template Type

    3 votes

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17. copy the entire folder with templates/docs in it
    1 vote

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18. Download Trail

    A feature to track the users who have downloaded the files in the workspace

    5 votes

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19. Electronic Vaulting

    Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank

    6 votes

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20. option to bulk cc a recipient for all documents

    Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    9 votes

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