723 results found
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Ability to copy documents/templates across accounts
The ability for users with multiple PandaDoc accounts to copy their templates and documents across accounts.
10 votes -
10 votes
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Send Documents from Two Email Addresses
The option to send the documents from two or more email addresses with one user profile.
6 votes -
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
11 votes -
Ability to rename a Sent document when on viewing mode (opened document)
Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.
9 votes -
Set expiration date when uploading the document
Set expiration date when uploading the document
18 votes -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
11 votes -
Bulk send already created draft documents
Bulk send already created draft documents
5 votes -
Change document status to "In Process" after one of multiple recipients has signed.
Change document status to "In Process" after one of multiple recipients has signed.
4 votes -
2 votes
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Ability to fax PandaDoc
Ability to fax PandaDoc
32 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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2 votes
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Email signature included at the bottom of emails for sent document notification
The ability to enable/place an email signature at the bottom of emails for sent document notifications.
2 votes -
Show which completed documents you have opened vs which completed documents you have not opened
Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.
2 votes -
Reporting - report that shows who in PandaDoc Contacts had already received quotes
report that shows who in PandaDoc Contacts had already received quotes
2 votes -
Ability to view the IP address for Viewers
Ability to view the IP address for Viewers
2 votes -
Metrics: user adoption: usage performance including license type, team, and workspace
Metrics: user adoption: usage performance including license type, team, and workspace
Identify behaviors by user, team, and workspace to address with team leads/managers.2 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.
21 votes -
Keep/ do not delete signature certificate when completed document is edited
Keep/ do not delete the signature certificate when a completed document is edited
2 votes -
Ability to move documents to another contact in PandaDoc Contacts
Ability to move documents to another contact in PandaDoc Contacts
2 votes
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