736 results found
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Option to include company name in the reporting
To show the company name in the report as we have some signers signing for multiple brands
1 vote -
View the resolved suggestions on a completed document
We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?
1 vote -
block a fraudulent domain
Client do not want to be able to send their documents to anyone at a domain ***.net since they are fraudulent
2 votes -
1 vote
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Auto upload signed contract into Monday CRM files
Is there anyway to automate an upload of a signed contract PDF automatically into the Monday CRM?
That would save us so much time of data backup!!
2 votes -
1 vote
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1 vote
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Manually arrange folder placement
The ability to move/arrange the folder placement within PandaDoc.
2 votes -
Option to add metadata to documents not using API
Ability to add metadata to documents created from templates using the PandaDoc editor.
1 voteHi,
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 at via your PandaDoc account. For more information, please click the link below! -
Completed documents in folders should remain hidden
Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.
4 votes -
Metrics and reporting api (Status and Document Analytics)
API document by status - drilldown to identify the document for follow up
API document analytics
Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
example: how many documents are opened but not complete
example: data on time it's been open and not signed/completed.
have drilldown into the document to follow up with the recipient to move the document to complete1 vote -
Filter documents by their value
Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.
3 votes -
Report showing failed documents by workspace and user
For a report to be available in the dashboard showing below
1. Failed Sent Documents by Workspace and User
2. Summary of failed documents on a daily, weekly, and monthly basis
3. Show senders error messages of why the documents FailedThis will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document
2 votes -
Ability to share a document link with non recipients
Ability to share a document link with non-recipients
4 votes -
manually change document status - viewed to paid
option to manually change document status - viewed to paid
9 votes -
1 vote
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Ability to customize button placement within document level
i.e the ability to change where certain buttons are placed like the download/print button.
3 votes -
1 vote
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1 vote
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1 vote
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