823 results found
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2 votes
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Restrict users from declining a document after a specific amount of days
Restrict users from declining a document after so many days
Example:
1. The contract was signed on May 1st.
2. On July 14th, a manager decides to decline it
3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed2 votes -
2 votes
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4 votes
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Dashboard - be able to add Customisable Tiles to Dashboard
- add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
6 votes -
search document by its content
search document by its content
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:
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Option to filter documents by whose turn to sign now is
We have a problem with one signer, who is always not signing contracts on time, and want to see some list of contracts that are waiting for a signature from that person
2 votes -
Reporting: show the signature date of each recipient
Reporting: show the signature date of each recipient
3 votes -
Folders appear on the Home page
Folders appear on the Home page
4 votes -
Manually completed document audit
Group manually completed documents in one folder or create a tag for them by default
4 votes -
report
Be able to run a report that shows the median Total Time Spent by Template. right now we just have "sent to completed" which could be days, but we want to get a closer number about "how long did it take for them to fill out this bundle". It seems like the "Total Time Spent" analytics on a particular document is on an individual document level, but not reflected in the Reporting section
1 vote -
Option to resend a completed document to one of the signers for re-signing
Option to resend a completed document to one of the signers for re-signing (without editing the document)
3 votes -
Document download: filter documents by type
Filter document downloads by regular documents, bulk send documents, and documents created from forms, so you can download all documents except those created from forms.
4 votes -
List of Documents with Transferred Ownership: View the New Owner
View which documents had ownership transferred - view who the new owner is
3 votes -
Visibility of a document status for a CC recipient
The option for a CC recipient to see the status of the document.
2 votes -
Add new role in the document
add new role in the document
2 votes -
Enhanced Tagging System
Enhanced Tagging System
Overview:
Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.
Key Features:
Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.
Template-to-Document Tag Transfer: Tags…
2 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Send completed document PDF only to a sender
Sender receives the completed PDF but the other recipients do not
2 votes -
Report documents created in PandaDoc and linked back to CRM
Report showing documents created in PandaDoc and linked back to CRM
2 votes -
Report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)3 votes
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