857 results found
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Improve bulk download for huge amount of documents (1500+)
Users are having issues if they bulk download 1500+ documents, the link is never delivered
11 votes -
Download Chat / Private Message transcript
Option to download private message /chat on a document.
18 votes -
be able to split the document into parts after completion
be able to split the document into parts after completion
3 votes -
6 votes
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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 -
5 votes
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[Search] more Template filters
Would like to have more filters for the templates. Like top 3 used templates.
12 votes -
Duplicate document from inside of it
Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)
34 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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1 vote
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Delete a document found in the search
When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)
1 vote -
Delete a document from inside of it
Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document
6 votes -
1 vote
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3 votes
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Signature certificate for the documents completed manually
Option to generate a signature certificate for the documents completed manually
13 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
26 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!
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"awaiting your signature" in dashboard
Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.
Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.
15 votes -
Lock Signing Order
Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.
13 votes -
From Completed to Viewed
Change document status from Completed to Viewed manually
2 votes -
Skip/remove or override a signer the signing order
Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)
21 votes -
Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs
At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).
139 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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