427 results found
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20 votes
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Update/Replace sent document (source file) without editing a sent document.
when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.
2 votes -
Search field for contacts available without clicking magnifying glass
When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.
5 votes -
Conditionally Bundle Documents
Ability to set conditions to bundle documents
5 votes -
2 votes
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Lock bundled documents so they can't be edited or deleted.
The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.
1 vote -
2 votes
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UTM parameter
to set up the UTM parameter in PandaDoc and get it visualized through our analytics.
1 vote -
5 votes
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automatically set document sender: conditional document sender
I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?
5 votes -
10 votes
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add tags inside the document to the selected parts to be able to track these selected items tagged within the document
to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.
1 vote -
Bring back the document status list on the bottom-left of the page
Option to restore classic status indicator on documents:
Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.1 vote -
export the sales part of the documents in the CSV file
export the sales part of the documents in the CSV file
E.g. Pricing tables items
1 vote -
Specify how the payment is made (ACH, Card)
Specify how the payment is made (ACH, Card)
3 votes -
option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.
option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.
1 vote -
Documents
• Unable to search by doc name when viewing inbox
• As admin unable to take control over docs sent by users
• As admin unable to impersonate other users
• When recipients are altered it disarranges preassigned field boxes
• Templates are easily modified as they do not require to hit a ‘save’ box when a change is made
• As soon as you open a template it is in ‘edit’ mode which has caused users to accidentally modify templates1 vote -
Internal notes or comments on a document/template
We would like to have an internal note on a document
12 votes -
Bulk download documents: Save folder structure
Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.
1 vote -
Ability to add or attach a document / attachment to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
19 votes
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