736 results found

1. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

   The option to restore signed document after pressing Edit button.

   93 votes

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   5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   Hi there. Thank you for submitting your idea! 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!

2. Increase the document sequence by more than 1
   1 vote

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Ability to sort docs in the Inbox tab
   9 votes

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. A way of marking a completed document as amended
   2 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Ability to Change Time Zone for a Signature Certificate

   The option to change time zone for signature certificate.

   134 votes

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   8 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged. Please check back for updates in a few months.

6. 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

   24 votes

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   Idea  ·  5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Ability to search within the document

   Ability to search within the document

   27 votes

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   Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. 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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9. 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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10. 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.

    141 votes

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    29 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

11. 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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12. Reporting - Export filtered recipient who hasn't sign on document
    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. Bulk download on Inbox page
    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. [Content Library] download content library items

    Add ability to download CLIs

    22 votes

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

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

    23 votes

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

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. 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.

    •  

    4 votes

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

    Search documents from the dashboard

    28 votes

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

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Add multiple recipients to one doc at the same time

    From some CSV, for example.

    3 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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