604 results found
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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 -
"Download all" checkbox selects ALL documents
"Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled
8 votes -
Improve bulk download for huge amount of documents (1500+)
Users are having issues if they bulk download 1500+ documents, the link is never delivered
8 votes -
Track Negative Revenue Reporting Without Deleting The Document
We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.
7 votes -
Email notification of signer includes the name or email of whomever completed
Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.
7 votes -
Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.
It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.
7 votes -
auto reminder on sent documents
Being able to adjust the auto reminders feature on documents that have already been sent would be a great help!
7 votes -
Reminders set in hours
Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.
7 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.
7 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 filters7 votes -
View and track edits feature in the document version history like in MS word or google docs
track edits feature in the document like in MS word or google docs
7 votes -
7 votes
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ability to change the internal name on sent documents
Now we can rename a sent document from the Documents section only, however, as we open a document, the previous document name stays on the top left of the cover page
7 votes -
Change Document Location / Folder Inside the Document
Ability to change the file location inside the document without leaving the document.
Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.7 votes -
7 votes
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Duplicate a folder including content (documents/templates/content library)
Duplicate a folder with all the documents in it
7 votes -
Sorting of Tags
Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.
7 votes -
Documents Sorted by "Created by"
When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.
7 votes -
Email to be sent after document is paid
Email to be sent after document is paid
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
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