823 results found
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Saved Messages in Bulk Send
Ability to pull the saved messages in bulk send feature
4 votes -
Bulk download: include the document that was uploaded when the status was manually changed
Option to include manually uploaded signed documents from the audit trail (documents that were uploaded during document status change) in bulk download.
2 votes -
Require recipients to complete document attachments
Require recipients to complete document attachments
2 votes -
Option to view the all documents expiration date in the separate column on the Documents tab
Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)
3 votes -
Ability to add signature to a completed document
Ability to add signers to a completed document (countersign a completed document)
7 votes -
Reporting with all document links
The ability to download a list with all current documents in the workspace including their links instead of going into them individually.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Document show viewed only if a signer viewed
Ability to not have the status change from viewed to Sent when people that are CC'ed open and view the document. Have the document change status from Sent to Viewed only when the Signer has opened and viewed the document.
1 vote -
3 votes
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1 vote
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Option to include company name in the reporting
To show the company name in the report as we have some signers signing for multiple brands
1 vote -
View the resolved suggestions on a completed document
We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?
1 vote -
Salesforce integration - pull multiple related records on a document
It would be very helpful to be able to generate list of related records from Salesforce. For example: from the account page, generate a list of opportunities related to that account (with the ability to filter by criteria).
Thank you for your consideration!
4 votes -
1 vote
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1 vote
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1 vote
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Ability to filter documents by the signing order progress.
Ability to filter documents by the signing order progress.
2 votes -
Completed documents in folders should remain hidden
Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.
4 votes -
Metrics and reporting api (Status and Document Analytics)
API document by status - drilldown to identify the document for follow up
API document analytics
Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
example: how many documents are opened but not complete
example: data on time it's been open and not signed/completed.
have drilldown into the document to follow up with the recipient to move the document to complete1 vote -
Report showing failed documents by workspace and user
For a report to be available in the dashboard showing below
1. Failed Sent Documents by Workspace and User
2. Summary of failed documents on a daily, weekly, and monthly basis
3. Show senders error messages of why the documents FailedThis will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document
2 votes -
manually change document status - viewed to paid
option to manually change document status - viewed to paid
9 votes
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