736 results found
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Ability to generate a report on the number of documents edited after being sent.
Ability to generate a report on the number of documents edited after being sent.
1 vote -
add a pop up about document ownership transfer before deleting the user from the account
add a pop up about document ownership transfer before deleting the user from the account
1 vote -
Option to download PDF from PandaDoc with low resolution version
Ability to adjust resolution version when download documents in as PDF to make the size smaller.
1 vote -
Option to pull logs for a contact info changes
- Will allow the user to get log about the changes or update on contacts.
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 -
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 -
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 -
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 -
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 -
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