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17 votes
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[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
16 votes -
16 votes
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15 votes
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[Comments] Ability to delete comments
Editor 2.0
Ability to delete comments
15 votes -
More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
15 votes -
[Lister] Search documents by text
The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF
14 votes -
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 library14 votes -
Archive the completed documents
Save all the completed documents as PDFs automatically.
14 votes -
13 votes
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Status for partially completed (first signature)
More important than view would be a status for a document that has been signed by at least one person, but not complete. This would allow the sales team to know their customer has signed the document, but it's now waiting on internal management to sign-off. Right now our salesforce opportunity has to wait for management to sign before I can update the status of the opp, but this sometimes gets lost in their inbox.
13 votes -
Support Loom video embed in documents
support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.
13 votes -
Ability to search from Dashboard
Search documents from the dashboard
13 votes -
13 votes
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Bulk Send: Download all completed documents in one
Bulk Send: Download all completed documents without going to each folder.
12 votes -
transfer ownership of multiple documents/folder
transfer ownership of multiple documents/folder
11 votes -
Native CPQ within PandaDoc
have native CPQ functionality within PandaDoc
11 votes -
Advanced search options/ Search within the Folder
Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.
10 votes -
Lock completed documents
Have an option where once document is completed, it is locked and cannot be opened.
10 votes -
Expiration date
Set the expiration date before sending the document.
10 votes
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