867 results found

1. Sign to accept privacy of proposal and then see full details

   I would like a way I can have users sign first page before seeing all the information? Please see attached what I mean, I want all info to stay private and them sign and can then see all the other pages.

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Save and Doesn't save buttons for templates and documents

   Save and Doesn't save buttons for templates and documents.

   26 votes

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   Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Move more than one folder with document to another folder

   It is only allowed to move one folder with docs to the another folder even though you tick a couple of folders

   2 votes

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4. Embed Code to PandaDoc
   3 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Move folders from template into content library
   1 vote

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6. ability to see who from team members opened a document

   ability to see who from team members opened a document

   2 votes

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7. Hide the payment information in the completed documents once they are signed
   2 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Sort the documents by completed date and time.

   Option to sort the documents by completed date and time.

   14 votes

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9. The ability to make the only available date the day each person signs
   2 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Search by Two Letters

    Client would like to be able to search two letters using the search function.

    2 votes

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11. Sort template by the "Last Modified" date and see the date modified
    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. multiple owners / senders of a document
    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. 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

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. OCR capabilities

    OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    32 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. Download images

    Ability to download images used in PandaDoc documents

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. Assign date to Signatures

    Assign specific dates from which the recipients may sign the document

    4 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. 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

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Native CPQ within PandaDoc

    have native CPQ functionality within PandaDoc

    14 votes

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    Early Access  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    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.

19. Easier document management for documents sent in bulk
    5 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Ability to delete not empty folders
    4 votes

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