467 results found

1. More filters for documents

   Sort the document by status and direct period of time.

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   Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Add change status option in Document Status Tile view

   Add change status option in Document Status Tile view

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3. Duplicate document from inside of it

   Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

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4. [Content Library] download content library items

   Add ability to download CLIs

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Setting to not include Signature Certificate

   Ability to download documents without signature certificate

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. Customize doc/temp/catalog list view columns

   Ability to customize the columns shown in doc/temp/catalog list view

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7. Bulk Send: Download all completed documents in one

   Bulk Send: Download all completed documents without going to each folder.

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8. Export all documents list with statuses and other information

   Give option to export list of all Documents status.

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9. Automatically add initials to a document

   Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.

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10. Skip signer

    Ability to override or skip someone in the signing order (incase they are no longer apart of the process or necessary to complete the document)

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11. Native CPQ within PandaDoc

    have native CPQ functionality within PandaDoc

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12. Ability to search within the document

    Ability to search within the document

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13. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

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14. Filter criteria for the dashboards view

    Can you enable a filter for the dashboards / views so a user can select either particular users or a date range or some other criteria? It is very relevant when using the IOS app and wanting to see just your own documents, instead of every users' documents.

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15. Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy

    After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments

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    Beta  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    The feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations

16. Preview a Template / Form / Document

    Preview a template when you are in the "Templates" tab

    10 votes

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17. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

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18. [Search] more Template filters

    Would like to have more filters for the templates. Like top 3 used templates.

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19. Lock Signing Order

    Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.

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20. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

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