426 results found
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View if completed document notification was sent to recipients.
Ability to view if a completed document notification was sent to recipients. Possibly added to the Audit Trail.
1 vote -
Search by Document & Template ID
Ability to search for documents and templates by ID.
6 votes -
Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
1 vote -
Create a document from multiple objects in Hubspot
Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.9 votes -
1 vote
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1 vote
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Advanced Date Validation
Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)
2 votes -
Recipients sign document prior to viewing documents
Client would like recipients to sign document prior to viewing document as a form of receipt of received document.
A legal way of gaining their acknowledgment of receipt
2 votes -
4 votes
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1 vote
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1 vote
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Categorize documents into the same folder (based on recipient)
For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.
1 vote -
1 vote
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Print all paid and/or draft orders
I want to print all orders that have been placed. Not the individual he list
1 vote -
5 votes
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Option to view documents from removed/archived Workspace
Option to view documents from removed/archived Workspace
1 vote -
Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters10 votes -
Bulk download documents: Don't save folder structure
In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.
1 vote -
Document bundle: send documents at different times
Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.
1 vote -
Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
3 votes
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