634 results found

1. Audit Trail - add more events

   The option to see audit trail of users and the changes they make to a document, such as:

   Signing Order
   Text edits
   Field tokens added
   Items added from the content library

   19 votes

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Ability to search within the document

   Ability to search within the document

   22 votes

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   Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Save a document to folders from within the document
   5 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Display uploaded files in PDF

   Display uploaded files in the PDF ev1

   13 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost

   Ability to create new status tiles for document management.

   105 votes

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   16 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminChristopher Ragland (Community Forums Manager, PandaDoc) responded

   Hi. 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!

6. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

   The option to search from Documents tab by status and tag simultaneously.

   19 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Reporting - Export filtered recipient who hasn't sign on document
   4 votes

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8. Bulk download on Inbox page
   2 votes

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9. [Content Library] download content library items

   Add ability to download CLIs

   19 votes

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   Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Save and Doesn't save buttons for templates and documents

    Save and Doesn't save buttons for templates and documents.

    22 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. [Comments] Ability for recipients to send private comments
    2 votes

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12. Add indicator for expiring soon documents

    I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

    Request was added for Mobile app, but could be a common request.

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    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. Ability to search from Dashboard

    Search documents from the dashboard

    27 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Lister: The "Sent by someone" filter in the Documents tab
    1 vote

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15. Add multiple recipients to one doc at the same time

    From some CSV, for example.

    3 votes

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16. Delete tags from the list of already added tags
    19 votes

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17. More Robust Analytics Reporting

    The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    16 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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19. [Bulk actions] Ability to change sequence of multiple templates at once
    2 votes

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20. The Signed status in the Actions tab

    The sender should know when a document was signed, not only completed.

    27 votes

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    Idea  ·  6 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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