720 results found
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Show sending date instead of creation date in Inbox
The ability to change the date under your name in your Inbox in PandaDoc - sending date should be visible instead of the date when a document was created.
3 votes -
2 votes
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Filter documents by created date
For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)
8 votes -
Signature stamp for frequently used signatures
Generate the ability to create a signature stamp.
e.g.
Signature Title: Accounting
Includes:
Brenda (signature and date)
Amanda (signature and date)7 votes -
Export the list of templates per workspace
export template title list per workspace
2 votes -
Search in Documents for "sent by" user
Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.
4 votes -
Option to rearrange / reorder the documents in the documents list
option to move the documents in the list
2 votes -
13 votes
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The search bar is not user friendly
When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.
5 votes -
Document Completion Screen Customization (Automatically send a thank you message when the document is completed)
Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message
61 votesHi there! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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2 votes
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Permissions for folders: hide some folders from users / restrict account users from seeing specific folders
Would like to set permissions (create inside, move, delete) for individual folders (including root folder).
45 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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[Bulk action] change document owner
Bulk change document owner ability
3 votes -
Sign to accept privacy of proposal and then see full details
I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.
2 votes -
Add a search bar for the Inbox
It would be great to have a search function to make finding documents in the 'inbox' easier
14 votes -
Move more than one folder with document to another folder
It is only allowed to move one folder with docs to the another folder even though you tick a couple of folders
2 votes -
transfer ownership of multiple documents/folder
transfer ownership of multiple documents/folder
37 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Search cross workspaces for documents
Allow Search cross workspaces for documents
20 votes -
ability to see who from team members opened a document
ability to see who from team members opened a document
1 vote -
18 votes
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