823 results found
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Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document
Option to track who the link was shared to when a recipient forwards a document link
5 votes -
Change Document Location / Folder Inside the Document
Ability to change the file location inside the document without leaving the document.
Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.12 votes -
Perform an action affecting all documents with a certain tag.
The ability to export or import data from all documents with a certain tag. For example, the ability to export payment data from all documents with a Done tag.
1 vote -
automatically add the document owner signature to a document when it is completed by other recipients
automatically add the document owner signature to a document when it is completed by other recipients
1 vote -
Trace uservoice requests - Would like to see all user requests for the company level (all users)
Trace uservoice requests - Would like to see all user requests for the company level (all users)
Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.
4 votes -
Charts for Reporting
Graphical representation reporting - pie charts and other visuals
5 votes -
2 votes
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4 votes
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list report about who downloaded the document
list report of who downloaded the document or list report about the downloaded documents of a user
11 votes -
adjust the signed pdf name of the completed document
once the document is completed and the recipient receive a signed pdf copy,
I want the system to automatically add "signed" to the doc file name6 votes -
1 vote
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6 votes
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2 votes
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2 votes
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Option to document archive and vault using AWS S3 bucket
Option to document archive and vault using AWS S3 bucket
1 vote -
Option to see the users who deleted a document / template
A panel where customers can see which documents were deleted, and by whom and when.
15 votes -
Attachment on email body: use attachments in saved messages
Can I add an attachment to that message while in the PandaDocs environment?
(email body before sending document via email)
4 votes -
Send Signature certificate along with the completed document notification
Option to automate the process of recieving signature certificate after the document is signed.
3 votes -
The ability to change reminder settings in bulk for a large number of sent documents.
For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?
8 votes -
Option to change the document owner once a document is generated from CRM
Option to change the document owner once a document is generated from CRM.
- Will allow the creator of the account to choose the owner of the document once creted from CRM
5 votes
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