725 results found
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[Dashboard] Select period more than 1 year in Dashboard
Would like to be able to have an option in the Dashboard to see further than 1 year.
32 votes -
Report to know how many docs are not signed immediately.
Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.
4 votes -
1 vote
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Add the option to prompt the CC recipienst to view the document
is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?
2 votes -
1 vote
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1 vote
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ability to access uploaded file by the signer in a completed document
ability to access uploaded file by the signer in a completed document
8 votes -
Download document and present locally without PDF (not to rely on internet for presentations)
WOULD LIKE A LOCAL DOWNLOAD WITHOUT PDF - FOR SALES PRESENTATIONS and click on video - does not want to rely on internet. prefers to have rolling pages vs pagebreaks for a smoother experience. (Analog audience)
1 vote -
keep library items in new document with transfer data to feature
keep library items in new document with transfer data to feature. currently, content added from the library doesnt transfer over
1 vote -
clear cache button on upload error
You should add a "clear local storage and try again" button to the error message when a file fails to convert.
I've run into multiple problems uploading files that I want to become editable.
Each time, a support agent was able to upload the file for me, but I was not.
Each time, they asked me to clear my cache and try again (which also did not work).
Clearly there's something wonky with the state my machine gets into, and I'll bet I'm not alone.
If you add a button that does this, then you alleviate your support system if…
1 vote -
2 votes
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The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.
The option to restore signed document after pressing Edit button.
88 votesHi there. Thank you for submitting your idea! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap. Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Option to search the documents with redlining
It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report
1 vote -
Electronic Vaulting
Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank
6 votes -
Page content preview in presentation mode
An optional preview of the page content down the side of a presentation.
3 votes -
More filters for documents
Sort the document by status and direct period of time.
15 votes -
Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
15 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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Filter documents by created date
For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)
8 votes -
1 vote
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Simplify Manual to Complete Status Change
Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)
This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…
5 votes
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