902 results found
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Report showing failed documents by workspace and user
For a report to be available in the dashboard showing below
1. Failed Sent Documents by Workspace and User
2. Summary of failed documents on a daily, weekly, and monthly basis
3. Show senders error messages of why the documents FailedThis will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document
2 votes -
Email added to the Latest Activity
When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).
2 votes -
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)
2 votes -
option to change "by" for sent documents
option to change "by" for sent documents
2 votes -
Allow an attachment to be rotated.
Allow an attachment to be rotated
2 votes -
Download: PTX/P12
Ability to download documents as PTX and P12
2 votes -
Ability for a third party/ non recipient to view a completed document that was forwarded to them
You can forward completed documents, but the nonrecipients can not view the document.
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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2 votes
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Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
2 votes -
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 -
Settings to enable the removal of blank pages on sent documents.
Settings to enable the removal of blank pages on sent documents.
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 -
Invalidate a completed document after a set amount of time
Invalidate a completed document after a set amount of time
2 votes -
Bulk Send Reporting: Recipient URLs
I have a customer that is sending multiple bulk-send. Because of the delivery he sometimes needs to send links to the recipients manually.
Therefore, it would be nice to have a report that will include recipients URLs that he and his team can easily get access to.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
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