740 results found

1. Dashboard - be able to add Customisable Tiles to Dashboard

   • add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
   6 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Send Documents from Two Email Addresses

   The option to send the documents from two or more email addresses with one user profile.

   7 votes

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   3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Export documents as CSV file

   The ability to export documents as CSV file not a zip file and the PDF version.

   15 votes

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   3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. 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

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   13 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"

   Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"

   This is confusing to some customer.

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   3 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Reporting metrics on users

   The ability for reports to show user data/internal rate, for example:
   - First response time - time to respond/open a quote once it has been submitted for approval
   - Number of edits - number of edits required on documents before approval
   - Time to approve quote from submission to approval - see how long the quote approval process is

   4 votes

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7. 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

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   5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Set expiration date when uploading the document

   Set expiration date when uploading the document

   18 votes

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   5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. Support Pinterest video embed in documents

   Support upload of videos for documents from Pinterest

   2 votes

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10. Support Instagram video embed in documents

    Support upload of videos for documents from Instagram

    2 votes

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11. Conditional signers based on radio button selection

    Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.

    3 votes

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12. 'In progress' Document Status

    Requesting adding a new status so that once a document signatory process has started there's a new status after viewed called in progress

    2 votes

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13. Ability to search for documents based on products purchased

    For example, there are three products, and the recipient selects one for purchase. The client would like to have an option to search for the document by the products that the recipient has selected.

    2 votes

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14. Download option in the home dashboard

    Make the download option available on the Home dashboard.

    2 votes

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15. ability to control content access across all workspaces from a single source as the account owner, without having to duplicate or draft doc
    2 votes

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16. Download as HTML

    Ability to Export PandaDoc document as HTML

    2 votes

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17. Ability to edit the installment date after the 1st payment has been made

    Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.

    2 votes

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18. SMS verification for bulk send

    Have the ability to add in SMS verification to bulk send

    5 votes

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19. [Upload} Increase File Limit from 10 to more than 10

    Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.

    2 votes

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20. Disable certain document delivery options for specific users

    Disable certain document delivery options for specific users, f.e. keep email delivery only for one user

    2 votes

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