714 results found
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Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
13 votes -
Display uploaded files in PDF
Display uploaded files in the PDF ev1
13 votes -
Option to preview the document from the recipient's perspective before sending
Preview the document before sending without generating the link.
12 votes -
Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)
Would like to have a report to pull CRM created docs vs. PD created docs by user
Request rooted from QBR12 votes -
Internal notes or comments on a document/template
We would like to have an internal note on a document
12 votes -
12 votes
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[Search] more Template filters
Would like to have more filters for the templates. Like top 3 used templates.
12 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.
12 votes -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
11 votes -
export document data
export document data on waiting for signatures into excel
11 votes -
Offline Storage of completed document
a storage for completed documents without making it as a draft
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 -
10 votes
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Request for Consistent Formatting of Word Docx and Google Docx Uploads
Customer would like the word docx and Google docx to follow the format when being uploaded to the platform
10 votes -
Have the option to change the document status manually from the Dashboard / Home.
Have the option to change the document status manually from the Dashboard / Home.
10 votes -
add tags to multiple documents
adding tags to multiple documents
10 votes -
Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters10 votes -
10 votes
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10 votes
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