541 results found
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Set the expiration date before sending the document.
Set the expiration date before sending the document.
14 votes -
Download Chat / Private Message transcript
Option to download private message /chat on a document.
14 votes -
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)
14 votes -
Archive the completed documents
Save all the completed documents as PDFs automatically.
14 votes -
14 votes
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Export all documents list with statuses and other information
Give option to export list of all Documents status.
13 votes -
13 votes
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Add a search bar for the Inbox
It would be great to have a search function to make finding documents in the 'inbox' easier
13 votes -
More filters for documents
Sort the document by status and direct period of time.
13 votes -
Bulk Send: Download all completed documents in one
Bulk Send: Download all completed documents without going to each folder.
13 votes -
Display uploaded files in PDF
Display uploaded files in the PDF ev1
13 votes -
[Content Library] download content library items
Add ability to download CLIs
13 votes -
Customize doc/temp/catalog list view columns
Ability to customize the columns shown in doc/temp/catalog list view
12 votes -
[Search] more Template filters
Would like to have more filters for the templates. Like top 3 used templates.
12 votes -
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 -
Preview a Template / Form / Document
Preview a template when you are in the "Templates" tab
11 votes -
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.
11 votes -
"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.
11 votes -
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 -
Native CPQ within PandaDoc
have native CPQ functionality within PandaDoc
11 votes
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