778 results found
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Created documents get put in folder you are in
When you create a document, if you are in a folder, it gets created in said folder.
4 votes -
waiting for payment and paid Doc statuses outside of payment integrations
Allow to set waiting for payment and paid Doc statuses outside of payment integrations
15 votes -
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
9 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 -
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.
99 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Electronic Vaulting
Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank
7 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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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 -
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
17 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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2 votes
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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 -
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 -
Remove the document creator name in the document
Ability to remove the doc creator name in the document that is being send to the recipients.
"by <Creator Name>"
4 votes -
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
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