512 results found
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Add recipient's name & surname while forwarding
After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)
5 votes -
Ability to regenerate document links
Re-generate links in case you've provided recipients with the wrong one without having to edit the document
5 votes -
[Bulk send] Easier way to bulk send (without CSV)
An easier way to bulk send a doc (without having to prepare a CSV file)
5 votes -
CC'd team member with "Member" role is able to edit the document
PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.
5 votes -
5 votes
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5 votes
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Expiration for only recipient not the entire document
Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.
4 votes -
Adding a "Complete" status to the documents with payment gateways
The documents with enabled gateway integration don't have a status "Completed" when signed, only "Waiting for payment" and "Paid". There should be a transition status added
4 votes -
Search by document title only
Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.
4 votes -
Trace uservoice requests - Would like to see all user requests for the company level (all users)
Trace uservoice requests - Would like to see all user requests for the company level (all users)
Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.
4 votes -
Reporting: by contract end date or expiration date for upcoming renewals
Reporting: Need ability to have a report by contract expiration date or end date for renewals.
- ex. NDA - tracking "Contract End Date" on all document expiration for upcoming renewals.
- ability to filter by time range4 votes -
attach bundle documents as a single file upon completion
attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")
now they are attached as separate files
4 votes -
Delete recipients from signed documents
Delete recipient from signed document
https://pandadoc.zendesk.com/agent/tickets/3687624 votes -
Advanced Search for document titles
Be able to have advanced word search to have a nexact match of existing document titles when naming documents
4 votes -
automatically set document sender: conditional document sender
I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?
4 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)
4 votes -
4 votes
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Report to know how many docs are not signed immediately.
Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.
4 votes -
Create a copy or shortcut of completed documents in another workspace
Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.
4 votes -
Tags For Documents Made From Template/Uploaded
To have the option to sort documents made from templates or uploaded
4 votes
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