736 results found

1. Sends doc automatically after the user sign
   4 votes

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2. Count all the templates/documents in folder (including subfolders)

   Be able to see the number of all documents/templates in the folder (including subfolders)

   2 votes

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3. Sort template by the "Last Modified" date and see the date modified
   5 votes

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4. Hiding documents from Inbox

   Not deleting them

   1 vote

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5. send different email messages to the recipients who are signing the same document
   10 votes

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6. Customize PDF name
   2 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Support Loom video embed in documents

   support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

   41 votes

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   6 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminJoan Nocon (Admin, 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!

8. Restrict users from editing completed docs
   7 votes

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9. Automatic PDF attachment to email within the Bulk Send feature

   Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.

   2 votes

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10. Word redlining transferred to PandaDoc after the upload

    Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. Set recipient name after it's in Sent status

    Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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12. Preview a Template / Form / Document

    Preview a template when you are in the "Templates" tab

    14 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. "Download all" checkbox selects ALL documents

    "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    9 votes

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14. Improve bulk download for huge amount of documents (1500+)

    Users are having issues if they bulk download 1500+ documents, the link is never delivered

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    17 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. be able to split the document into parts after completion

    be able to split the document into parts after completion

    3 votes

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17. multiple owners / senders of a document
    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Searching a contact within the Contacts tab by postal code/phone number/street address

    Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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19. Easier document management for documents sent in bulk
    1 vote

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20. [Search] more Template filters

    Would like to have more filters for the templates. Like top 3 used templates.

    12 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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