801 results found
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Search by tags via search bar exactly
Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)
7 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.
6 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 -
[Integration] Content management system
Connect PandaDoc Content library with an external repository to pull content from a 3rd party provider.
2 votes -
1 vote
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Report to know how many docs are not signed immediately.
Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.
4 votes -
Lock ability to download to pdf to preserve document analytics / Disable Template PDF download option for the team
Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.
6 votes -
Email tracking each time a document is being opened
every email open means someone is thinking about their quote
so it would be an awesome feature1 vote -
Signature Fraud Warning
Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.
1 vote -
Create a copy or shortcut of completed documents in another workspace
Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.
6 votes -
Mass select documents using ctrl or shift
it would be nice to be able to hold shift and select multiple documents at once
2 votes -
2 votes
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Additional permissions/settings for document status
Specifically designate when a document is completed by 1 signer but not the other(s) - currently both show in "viewed status"
2 votes -
limit ability to clone completed documents
Would like the ability to lockdown end users from being able to clone completed documents. (Improve best practices)
1 vote -
3 votes
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QRCode
For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.
2 votes
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