723 results found
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Documents
• Unable to search by doc name when viewing inbox
• As admin unable to take control over docs sent by users
• As admin unable to impersonate other users
• When recipients are altered it disarranges preassigned field boxes
• Templates are easily modified as they do not require to hit a ‘save’ box when a change is made
• As soon as you open a template it is in ‘edit’ mode which has caused users to accidentally modify templates1 vote -
Internal notes or comments on a document/template
We would like to have an internal note on a document
12 votes -
Bulk download documents: Save folder structure
Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.
1 vote -
Ability to add or attach a document / attachment to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
19 votes -
Add custom validity to a signed document
Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month
1 vote -
2 votes
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Option to present/get repoting data in Power BI
Option to present/get repoting data in Power BI
1 vote -
3 votes
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1 vote
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Upload a whole folder of documents from DropBox to PandaDoc with the same integration
In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.
1 vote -
Ability to use "this month" filter for the reporting.
Ability to use "this month" filter for the reporting.
1 vote -
Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download
Preserve the PDF layers once exported from PandaDoc
2 votes -
Additional option for Expiration frequencies: send the document weekly and then monthly
Flexibility on expiration date settings for South American clients
(i.e send the document weekly and then monthly)1 vote -
Transfer data to: map pricing tables
Transfer data to: map pricing tables s in the original document with pricing tables in the new document.
6 votes -
Metrics/reporting for contract negotiations (redlining). Detailed exportable summary
Would like metrics tracking contract negotiations data. Reps using, edits, etc.
5 votes -
1 vote
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Validation signature stamps
Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.
35 votes -
2 votes
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Filter timeline activity log
Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.
6 votes -
Lock completed documents
Have an option where once document is completed, it is locked and cannot be opened.
24 votes
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