791 results found
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report how many documents created by week
How many documents were created by week - get a report of this.
2 votes -
Document analytics for content blocks - marketing
Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.
3 votes -
1 vote
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If only one source file is uploaded, then automatically download as one file.
Since the recent change to bundle docs into one for signing, I now have an extra click to download a completed file every time. We only ever send one doc at a time. If only one document is uploaded in the "bundle", could the option to download as separate documents be removed?
1 vote -
option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
10 votes -
Custom report for recipients by status
Would like a report to identify recipients by document status
2 votes -
Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.
Search to see if a particular IP address has signed any documents within your Panda Doc account to limit fraud in our network.
1 vote -
1 vote
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Add "To Sign" to Dashboard
Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.
4 votes -
6 votes
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2 votes
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Support Loom video embed in documents
support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.
47 votesHi. 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! -
Ability to Change Time Zone for a Signature Certificate
The option to change time zone for signature certificate.
143 votesThe status of this suggestion is currently unchanged. Please check back for updates in a few months.
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3 votes
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Create a copy or shortcut of completed documents in another workspace
Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.
6 votes -
Sorting Reporting Data by header fields, like owner, date, recipients, etc.
In the Reporting tab where you can see all your documents we would like to able to sort and order the documents by the headers and be able to search all the documents by more than just the title.
1 vote -
Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost
Ability to create new status tiles for document management.
145 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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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.
40 votesHi. 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
2 votes -
Offline Storage of completed document
a storage for completed documents without making it as a draft
11 votes
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