634 results found
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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 -
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 -
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 -
7 votes
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7 votes
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[Bulk action] Select and edit several documents at once
Select and edit several documents at once.
7 votes -
option to hide documents (don't want to delete them, but want them hidden)
option to hide documents
6 votes -
Ability to fax PandaDoc.
Ability to fax PandaDoc.
6 votesWhile we don't have a way to directly fax a PandaDoc, we now offer PandaDoc Online Fax! You can send 20 pages from your computer for free. Currently, you can digitally fax documents from anywhere in the world, and receive digital faxes in the US and Canada.
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List / sort folders in alphabetical order
List folders in alphabetical order
6 votes -
Email notification for Sender to verify that the document is sent
email notification that the document is sent
6 votes -
list report about who downloaded the document
list report of who downloaded the document or list report about the downloaded documents of a user
6 votes -
Keep the Document name and the Sequence Auto-Numbering for Bulk Download
Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)
6 votes -
Search by tags via search bar exactly
Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)
6 votes -
send a PandaDoc to a phone number rather than email
Account has recipients that do not have an email address
6 votes -
6 votes
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Electronic Vaulting
Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank
6 votes -
Signature stamp for frequently used signatures
Generate the ability to create a signature stamp.
e.g.
Signature Title: Accounting
Includes:
Brenda (signature and date)
Amanda (signature and date)6 votes
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