326 results found
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Delete/ Archive options
You should be able to select options:
Remove the auto-delete function in the Archive
Or set a timeline of your choosing
Or manually delete from the archive4 votes -
Expand functionality of the Audit Log - increase length
Increase save time - more than 6 months
An extended or searchable audit history would improve traceability, accountability, compliance, and troubleshooting by allowing administrators to review document activity beyond the current retention window. Ideally, organisations could configure the retention period based on their business or compliance requirements.3 votes -
Contact List: Show the Company Name beside Name and Email Address
Have the Company Name of the contact show in the contact list just like the name and email address.
4 votes -
Downloads: add recipient name to the document title
When multiple documents with the same title are downloaded in bulk (documents are bulk uploaded), PandaDoc automatically adds numbers to the file names, which makes it difficult to distinguish between them. It would be helpful to include the recipient’s name in the document title instead.
3 votes -
Expand functionality of the Audit Log - increase length
It would be extremely valuable if the audit log retained historical data for longer than the current retention period.
Currently, if a document was deleted or archived more than six months ago, there is no way to identify who performed the action or when it occurred. This makes investigating historical issues or responding to customer queries difficult.
An extended or searchable audit history would improve traceability, accountability, compliance, and troubleshooting by allowing administrators to review document activity beyond the current retention window. Ideally, organisations could configure the retention period based on their business or compliance requirements.
2 votes -
Copy workflows into other workspaces
The ability to take a current workflow and copy it over into another workspace on the user end.
2 votes -
2 votes
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Select Multiple Templates for Bulk Send
the ability to select multiple templates at once in bulk send
2 votes -
Status: different status after each signer has signed and it has been sent to the next recipient
Currently, when a document has been signed and sent to the next recipient, the document stays in viewed status; however, we would like the status to change to something else so that we can see the document has been signed by one recipient, but not the other
2 votes -
Ability to keep archived documents longer than 90 days
We want to keep the archived documents forever
3 votes -
Add column headers/Customize columns on Dashboard
Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.
3 votes -
Revert back changes to Waiting for others
Currently, documents under Waiting for others are removed after a certain period of time. Customer would like to revert the changes and keep the documents under the tab.
2 votes -
[Bulk action] Contract Repository: Set data fields for multiple documents at once
Currently, this has to be done one document at a time, but it would be great to have the ability to set data fields for multiple documents at the same time
2 votes -
Ability to export a list of templates created by a specific user
It would be good if it could include additional columns, such as workspace name and created date
1 vote -
Expand functionality of the Audit Log - increase length
It would be extremely valuable if the audit log retained historical data for longer than the current retention period.
An extended or searchable audit history would improve traceability, accountability, compliance, and troubleshooting by allowing administrators to review document activity beyond the current retention window. Ideally, organisations could configure the retention period based on their business or compliance requirements.
1 vote -
Expand functionality of the Audit Log - increase length
It would be extremely valuable if the audit log retained historical data for longer than the current retention period.
An extended or searchable audit history would improve traceability, accountability, compliance, and troubleshooting by allowing administrators to review document activity beyond the current retention window. Ideally, organisations could configure the retention period based on their business or compliance requirements.
1 vote -
Printable Detailed Audit Log of Document History
Printable version of the document audit trail beyond the current CSV export, which contains excessive data and is not user-friendly for legal purposes.
3 votes -
View what documents were sent via bulk send
View what documents were sent via bulk send
2 votes -
Document/PDF pagination
The ability to modify the scaling on a document. i.e when using a scanner, having the ability to modify dimensions from the document level vs from the scanner itself i.e Xerox.
1 vote -
Improved formatting of audit trail timestamps in the exported file.
I've used DocuSign in the past and it provides a clean Timestamp of every action that downloads in tandem with my document. I've tried the CSV download but it's not exactly what I'm looking for.
2 votes
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