541 results found

1. Set the expiration date before sending the document.

   Set the expiration date before sending the document.

   14 votes

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2. Download Chat / Private Message transcript

   Option to download private message /chat on a document.

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3. 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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4. Archive the completed documents

   Save all the completed documents as PDFs automatically.

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5. Delete tags from the list of already added tags
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6. Export all documents list with statuses and other information

   Give option to export list of all Documents status.

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7. Filter documents by owner
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8. Add a search bar for the Inbox

   It would be great to have a search function to make finding documents in the 'inbox' easier

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9. More filters for documents

   Sort the document by status and direct period of time.

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10. Bulk Send: Download all completed documents in one

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

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11. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    13 votes

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12. [Content Library] download content library items

    Add ability to download CLIs

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13. Customize doc/temp/catalog list view columns

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

    12 votes

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14. [Search] more Template filters

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

    12 votes

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15. Filter criteria for the dashboards view per date range

    Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    11 votes

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16. Preview a Template / Form / Document

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

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17. 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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18. "awaiting your signature" in dashboard

    Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

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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.

    11 votes

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20. Native CPQ within PandaDoc

    have native CPQ functionality within PandaDoc

    11 votes

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