467 results found
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Save and Doesn't save buttons for templates and documents
Save and Doesn't save buttons for templates and documents.
10 votes -
SMS Verification for API Created Docs
Be able to add SMS verification to docs created via API.
9 votes -
Failed Delivery status in PandaDoc
Include a "Failed Delivery" status if document is sent, but then fails.
9 votes -
9 votes
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Better Behavior When Transferring Ownership of Documents Held Within Folders
Currently, transferring ownership of documents held within folders produces a new folder.
If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".
8 votes -
Offline Storage of completed document
a storage for completed documents without making it as a draft
8 votes -
Search cross workspaces for documents
Allow Search cross workspaces for documents
8 votes -
Word redlining transferred to PandaDoc after the upload
Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file
8 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.
8 votes -
Option to see the users who deleted a document / template
A panel where customers can see which documents were deleted, and by whom and when.
7 votes -
Ability to add or attach a document to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
7 votes -
option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
7 votes -
Attachment on Sent documents
Ability to allow users to attach files even when the document has been sent.
7 votes -
ability to access uploaded file by the signer in a completed document
ability to access uploaded file by the signer in a completed document
7 votes -
Filter documents by created date
For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)
7 votes -
automate the populations of data for a given contact into multiple forms (or templates) for that contact
automate the populations of data for a given contact into multiple forms (or templates) for that contact
7 votes -
waiting for payment and paid Doc statuses outside of payment integrations
Allow to set waiting for payment and paid Doc statuses outside of payment integrations
7 votes -
7 votes
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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 -
Download images
Ability to download images used in PandaDoc documents
7 votes
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