782 results found
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2 votes
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2 votes
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Search by Two Letters
Client would like to be able to search two letters using the search function.
2 votes -
6 votes
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6 votes
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Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
13 votes -
Delete a document from inside of it
Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document
6 votes -
Download images
Ability to download images used in PandaDoc documents
10 votes -
OCR capabilities
OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs
31 votes -
Assign date to Signatures
Assign specific dates from which the recipients may sign the document
4 votes -
Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.
The option to search from Documents tab by status and tag simultaneously.
20 votes -
4 votes
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Disable sending PDF attachment of the completed document to the document owner.
Disable sending PDF attachment of the completed document to the document owner.
3 votes -
Text search option - Sort by folders
An option to search a specific word and sort out the results by folders.
3 votes -
Show the exact time document status was updated in Analytics (not 15 hours ago, but an accurate time)
See exact date and time of document completion in the web view
2 votes -
Native CPQ within PandaDoc
have native CPQ functionality within PandaDoc
13 votesHi,
Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team or your associated CSM or AM.
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More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
19 votes -
2 votes
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4 votes
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3 votes
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