791 results found

1. Adding tag qualifies as document modification

   When tag is applied the date modified time stamp should update. This would allow for better reporting.

   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Contract Lifecycle Management (CLM)
   72 votes

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   4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Being Evaluated  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

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

3. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.
   4 votes

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4. Ability to send password-protected documents in bulk
   4 votes

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5. Allow a PandaDoc user to see when an expired document is opened

   For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

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6. Catalog - Ability to update custom columns with a CSV
   2 votes

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7. Mass duplicate

   Mass duplicate documents. Checkboxes dont work for this user

   3 votes

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8. [Bulk action] Select and edit several documents at once

   Select and edit several documents at once.

   8 votes

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9. Export details - Audit Trail

   Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed

   139 votes

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   Being Evaluated  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

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

10. Filter documents by products added from catalog
    3 votes

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11. OCR capabilities

    OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    32 votes

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