735 results found
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Invalidate a completed document after a set amount of time
Invalidate a completed document after a set amount of time
2 votes -
Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document
Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).
6 votes -
Upload a signed PDF and PandaDoc will automatically sync it to the sent document.
Upload a signed PDF and PandaDoc will automatically sync it to the sent document.
2 votes -
Option for pop-up before deleting completed document
Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.
8 votes -
Ability to track/report anytime an internal user generates a PDF from a pandadoc template they are creating
To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.
2 votes -
1 vote
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1 vote
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Sender receives an email containing the collected files once a recipient has completed their document
Sender receives an email containing the collected files (from the collect filed field) once a recipient has completed their document
2 votes -
bookmark a page or content of a document similar to Word
bookmark a page or content of a document similar to Word
2 votes -
Modified time in the document list show minutes and seconds.
Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.
3 votes -
Edit the sent documents from Actions Required section
Have an option to edit the sent documents from the Actions Required section
4 votes -
Ability to set multiple columns when going through contact documents
i.e the ability to alphabetize documents while also setting the order for the status column
4 votes -
option to place GIF in "Send document" pop-up
option to place GIF in "Send document" pop-up
2 votes -
3 votes
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document ellipsis option in Document tab should be similar to the Home tab's
document ellipsis option in the Document tab should be similar to the Home tab's, not just having a delete option but duplicate, rename, change status etc.
2 votes -
Document sequence: include dynamic months and years
Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.
2 votes -
1 vote
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Option to download PDF from PandaDoc with low resolution version
Ability to adjust resolution version when download documents in as PDF to make the size smaller.
2 votes -
Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
1 vote -
Access to document analytics via API
I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.
4 votes
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