865 results found

1. Export all documents list with statuses and other information

   Give option to export list of all Documents status.

   18 votes

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. The ability to see which user moved a folder in the documents/templates section. / track account user actions in the app
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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

3. (bulk send ) documents auto enter the name when user fills it out
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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

4. Reporting based on discounts on line items in CPQ
   4 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

5. The ability to see which recipients have viewed a particular document, and which have not.

   Right now this isn't available with the reporting feature.

   1 vote

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

6. Would like the name of the uploaded CSV file to be displayed in the email that states the upload failed.
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   2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

7. Permissions for specific documents: Private documents (Password protect documents internally)

   Have an option to create a private document where only the account owner/user can have an access to.
   Restrict/lock documents from other Admins View.

   200 votes

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   18 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

8. Export documents tag list
   1 vote

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

9. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents
   10 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

   
   

10. copy the entire folder with templates/docs in it
    18 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. Export recipient replies via Bulk send into CSV
    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

12. Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs

    At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).

    •  

    139 votes

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    6 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

13. Specify location to save document

    option to save completed document on different location of device rather than a default location of downloads

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

14. [Bulk send] Bundling
    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

15. Search by tags via search bar exactly

    Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

16. Edit the Completed document with saving the signature

    The option to edit the Completed document with saving the signature.

    212 votes

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    12 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  Katie Hudson responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. 

17. Forecasting
    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

18. auto-populate IP of the users

    Is there a way to have a box for customer to click and it auto imports their IP address?

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

19. private dashboard of docs that contained financial info

    A private dashboard of docs that contained financial info so other users cannot see unless invited

    8 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

    
    

20. Reporting on document that were sent and then moved back to draft status
    1 vote

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded