824 results found

1. Add tag colors for further organization

   The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

   2 votes

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

   
   

2. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file
   10 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Distinguish recipient status in the doc list
   2 votes

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4. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

   Ability to add a specific expiration date for several documents at the same time

   38 votes

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   Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. ability to search for those who have not signer /opened a document yet

   ability to search for those who have not signer /opened a document yet

   6 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Create doc/template quick buttons
   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Text formatting for saved messages
   32 votes

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   6 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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. Edit the Completed document with saving the signature

   The option to edit the Completed document with saving the signature.

   211 votes

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

   The status of this suggestion is currently unchanged from when the previous comment was posted. 

9. Upload docs to PandaDoc with the Print feature
   1 vote

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Native CPQ within PandaDoc

    have native CPQ functionality within PandaDoc

    14 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Early Access  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team or your associated CSM or AM.

11. 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.

    99 votes

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    5 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.

12. 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

    
    

13. 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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14. 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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15. Ability to Change Time Zone for a Signature Certificate

    The option to change time zone for signature certificate.

    147 votes

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    10 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.

16. 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

    29 votes

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    Idea  ·  6 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Ability to search within the document

    Ability to search within the document

    28 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Save a document to folders from within the document
    6 votes

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

    Display uploaded files in the PDF ev1

    14 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. 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.

    148 votes

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    31 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.