725 results found
-
Filter documents by Contacts
Have the ability to filter documents by contacts.
2 votes -
Settings to enable the removal of blank pages on sent documents.
Settings to enable the removal of blank pages on sent documents.
2 votes -
Include "expiration date"/"renewal date" into the report.
Include "expiration date"/"renewal date" into the report.
1 vote -
1 vote
-
Export the recipients in the Excel file for the expired documents
export the recipients in the Excel file for the expired documents
1 vote -
Delete document - verification message
The ability to add a verification or 2-step process when deleting documents.
i.e when a document is clicked for deletion, a message pops up alerting that the document will be moved to trash, asking if the user would like to proceed.
3 votes -
6 votes
-
report of recipients who haven’t signed and also who have signed documents
be able to download a report of recipients who haven’t signed or signed the documents
5 votes -
Manually change the document status from Paid to Declined
Manually change the document status from Paid to Declined
2 votes -
Search Results are no longer sortable
We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
thank you,19 votes -
Option to view if the recipient click the link inside the document
Will allow the user to view if the recipient access or click the link that is included on the document
1 vote -
Enhancement to the 'Transfer Data' function: Pass more information
Transfer more such as Completion or Signature Data.
1 vote -
landscape AND portrait mode support in same doc (when uploading)
We have several companies that provide quotes in landscape mode. Our proposal and several other docs are in portrait mode, so we need for PandaDoc to recognize when a page is in landscape or portrait upon upload and allow for those to be in the correct orientation (OR allow us to rotate any page, whatever can get this to us faster). I understand I can separately add landscape docs to docs that are in portrait, but this adds another step for us right now since these are uploaded in the same file.
4 votes -
Show a document status on the downloaded PDF
Show a document status on the downloaded PDF
2 votes -
Document search filters- display all folders containing the key word as results of the search
Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.
It would be good if folders with the key word in titile were showing in the search results as well.
2 votes -
2 votes
-
Disable Home
Disable Home and keep only Team dashboard
1 vote -
Enable the ability to dictate which folder a document created from a template is added to
Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.
1 vote -
[Home] Control of the document visability depending on the status
The ability to control the statuses of the documents that are visible in Home (Actions required / Waiting for others / Finalized). F.e. the user should be able to remove Expired/Declined documents from the Actions required view if those are not needed.
2 votes -
Document access for recipients after decline
When a document is declined by one recipient, all other recipients should still be able to access the document.
2 votes
- Don't see your idea?