608 results found
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See Who Moved Documents or Folders to Another Folder
Is there a way to see who moved documents or folders to another folder and when they moved them?
1 vote -
1 vote
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Disable 'Created by me' filter in document list
Remove some default filters in the document list.
"We do not want that. We want the document to clear out once we move it to a folder on the left side for organization."
1 vote -
1 vote
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Include template name in the audit trail
It would be good if the template name that was used could be included in the audit trail
1 vote -
Download 2 separate PDFs
I have a template i have made which has 2 documents in one, i send it to clients so it is one email they sign it. When I download it though I want the option to split it into 2 files
1 vote -
Re-open suggestions
The option to re-open approved/rejected suggestions, like with comments.
1 vote -
Track document completion based on items that have/have not been completed
The option to track how many documents are yet to be completed, based on the catalog items/option to see that you have x number of items in documents that have not yet been accepted.
1 vote -
Create Approver filter in the document list
Create an Approver filter in the document list
1 vote -
Approval workflow for the internal document changes
When a user makes changes to a template, it has to go through an approval workflow first before the template is saved
1 vote -
1 vote
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Document/signature forwarding without knowing the email of the delegate recipient
The option to forward a document/signature without knowing the email address of the recipient to whom the document is being forwarded - for instance via a link.
1 vote -
Ability to favourite folders and documents and have my "favourites" always at the top of my folders
I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders1 vote -
A Closed Lost document status option
Ability to change document status to "Closed Lost"
1 vote -
Disable latest activity - who has viewed the document
Ability to disable who has viewed the document: ensure the account owner see all documents without the users knowing they were there (example on latest activity)
1 vote -
Collect completed documents from recipient via link
The ability for the Sender to collect the completed document from the recipient via a link.
1 vote -
Download more than 300 documents at one time
Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674
Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.
1 vote -
Document UUID metadata in PDF
Add document uuid to the PDF downloaded.
1 vote -
View if completed document notification was sent to recipients.
Ability to view if a completed document notification was sent to recipients. Possibly added to the Audit Trail.
1 vote -
Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
1 vote
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