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placeholder for checkbox field
Placeholder for checkbox field.
8 votes -
Filter the PandaDoc Inbox by "To sign" or "Signed"
Filter the PandaDoc Inbox to show only the Unsigned document
Filter to by "To sign" or "Signed"7 votes -
7 votes
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Permissions for folders
Would like to set permissions (create inside, move, delete) for individual folders (including root folder).
7 votes -
transfer ownership of multiple documents/folder
transfer ownership of multiple documents/folder
7 votes -
Expiration date
Set the expiration date before sending the document.
7 votes -
Add change status option in Document Status Tile view
Add change status option in Document Status Tile view
7 votes -
Hide pages
Hide some pages from one of the signers
7 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
7 votes -
List all the documents, which require only my signature (Precompleted documents)
It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…
7 votes -
Adjust expiration warning timeframe
Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.
7 votes -
Mass Download "Collect file" field attachments
It would be nice if when you download the document the attachments added to the collect files fields also download, rather than having to download them separately.
6 votes -
The document certificate time
The document certificate shows the time as UTC. That is making it difficult for some of the staff. Would be nice if it showed the time as 3:45:46 PM EST instead of the Military UTC time
6 votes -
Autosending all completed documents to the specified email address
option to send completed documents to a specific email address automatically
6 votes -
Support Loom video embed in documents
support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.
6 votes -
Download Chat / Private Message transcript
Option to download private message /chat on a document.
6 votes -
Delete a document from inside of it
Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document
6 votes -
Manually generate signature certificates
Document has been signed up to the degree that the author needed (e.g, movement, petitions, etc.) and needs a signature certificate generated.
6 votes -
6 votes
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Display uploaded files in PDF
Display uploaded files in the PDF ev1
6 votes
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