743 results found

1. Add tag colors for further organization

   The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Distinguish recipient status in the doc list
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3. Reporting - Export filtered recipient who hasn't sign on document
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4. Add indicator for expiring soon documents

   I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

   Request was added for Mobile app, but could be a common request.

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5. Separate Tag column in document list

   Separate column where tags are listed when viewing documents in the list view.

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6. A way of marking a completed document as amended
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7. [Comments] Ability for recipients to send private comments
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8. Tag several documents at once
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9. Adding tag qualifies as document modification

   When tag is applied the date modified time stamp should update. This would allow for better reporting.

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10. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.
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11. Ability to send password-protected documents in bulk
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12. Add multiple recipients to one doc at the same time

    From some CSV, for example.

    3 votes

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13. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

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14. Filter documents by products added from catalog
    3 votes

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15. Bulk download on Inbox page
    2 votes

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16. Upload docs to PandaDoc with the Print feature
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17. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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18. Increase the document sequence by more than 1
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

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20. [Bulk action] Ability to change sequence of multiple templates at once
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