736 results found
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Be able to see created date after you search for a specific document
In the "My documents" section, you can see the creation date on the list, but if you use the search feature, it only shows you the "modified date" and doesn't give you the option to see the created date. i wouldn't mind a whole separate option for it or still being able to change the modified date column to the created date column. Sometimes we are looking for patterns with templates failing or getting stuck in draft from our API and it's more helpful to see the created date then it is the modified date.
1 vote -
Change document status to "In Process" after one of multiple recipients has signed.
Change document status to "In Process" after one of multiple recipients has signed.
4 votes -
Enhanced Tagging System
Enhanced Tagging System
Overview:
Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.
Key Features:
Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.
Template-to-Document Tag Transfer: Tags…
2 votes -
Sender receives the completed PDF but the other recipients do not
Sender receives the completed PDF but the other recipients do not
2 votes -
Report documents created in PandaDoc and linked back to CRM
Report showing documents created in PandaDoc and linked back to CRM
2 votes -
Report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)2 votes -
2 votes
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2 votes
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Email signature included at the bottom of emails for sent document notification
The ability to enable/place an email signature at the bottom of emails for sent document notifications.
2 votes -
Show which completed documents you have opened vs which completed documents you have not opened
Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.
2 votes -
Manually change document status to Incomplete
Manually change document status to Incomplete
1 vote -
Reporting - report that shows who in PandaDoc Contacts had already received quotes
report that shows who in PandaDoc Contacts had already received quotes
2 votes -
Download all documents across workspaces
Have the ability to download All Documents from all workspaces, without needing to go into each one separately and download them.
1 vote -
Option to preview the document from the recipient's perspective before sending
Preview the document before sending without generating the link.
13 votes -
Ability to view the IP address for Viewers
Ability to view the IP address for Viewers
2 votes -
Restrict users from declining a document after so many days
Restrict users from declining a document after so many days
Example:
1. The contract was signed on May 1st.
2. On July 14th, a manager decides to decline it
3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed1 vote -
Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.
It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.
21 votes -
Keep/ do not delete signature certificate when completed document is edited
Keep/ do not delete the signature certificate when a completed document is edited
2 votes -
Ability to move documents to another contact in PandaDoc Contacts
Ability to move documents to another contact in PandaDoc Contacts
2 votes -
Notification based off dropdown selection
Notification based on dropdown selection. If selected yes, the sender gets a notification
2 votes
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