878 results found

1. Export documents tag list
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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

2. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents
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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

3. 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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4. Export recipient replies via Bulk send into CSV
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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

5. 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).

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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.

6. Specify location to save document

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

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

7. [Bulk send] Bundling
   2 votes

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

8. Edit the Completed document with saving the signature

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

   213 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. 

9. 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

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

11. 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

12. 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

13. Reporting on document that were sent and then moved back to draft status
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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

14. Filter criteria for the dashboards view per date range

    Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.

    Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

    19 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. search/filter/manage documents by SKU
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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

17. save filled signature once the document is edited
    2 votes

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

18. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    25 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. choose specific time of day for document expiration

    choose specific time of day for document expiration

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    123 votes

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    25 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.

20. Bundle across multiple workspaces
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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded