721 results found
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Conditions: Send/Show Document Based on Fields
The ability to send documents based on the chosen field of the signer
2 votes -
Video Call with a Client
We'd like to be able to schedule a video session with a client via PandaDoc
2 votes -
Option to have filter by user in the Document Activity (Dashboard)
- Will allow the user to filter by user in Document Activity [Home]
2 votes -
2 votes
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2 votes
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Print only option
After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.
2 votes -
Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data
Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
As of now, it's too many steps to click and export a report.
He'd like to have an actionable item from that screen as well.
example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.2 votes -
Filter documents by Contacts
Have the ability to filter documents by contacts.
2 votes -
Settings to enable the removal of blank pages on sent documents.
Settings to enable the removal of blank pages on sent documents.
2 votes -
Manually change the document status from Paid to Declined
Manually change the document status from Paid to Declined
2 votes -
Show a document status on the downloaded PDF
Show a document status on the downloaded PDF
2 votes -
Document search filters- display all folders containing the key word as results of the search
Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.
It would be good if folders with the key word in titile were showing in the search results as well.
2 votes -
2 votes
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Invalidate a completed document after a set amount of time
Invalidate a completed document after a set amount of time
2 votes -
Upload a signed PDF and PandaDoc will automatically sync it to the sent document.
Upload a signed PDF and PandaDoc will automatically sync it to the sent document.
2 votes -
Ability to track/report anytime an internal user generates a PDF from a pandadoc template they are creating
To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.
2 votes -
Sender receives an email containing the collected files once a recipient has completed their document
Sender receives an email containing the collected files (from the collect filed field) once a recipient has completed their document
2 votes -
bookmark a page or content of a document similar to Word
bookmark a page or content of a document similar to Word
2 votes -
option to place GIF in "Send document" pop-up
option to place GIF in "Send document" pop-up
2 votes -
document ellipsis option in Document tab should be similar to the Home tab's
document ellipsis option in the Document tab should be similar to the Home tab's, not just having a delete option but duplicate, rename, change status etc.
2 votes
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