427 results found
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Automatically add initials to a document
Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.
22 votes -
Duplicate document from inside of it
Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)
26 votes -
1 vote
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Delete a document found in the search
When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)
1 vote -
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 -
Activity Reporting for Embed option
Ability to see Activity Reporting for Embed option
1 vote -
1 vote
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3 votes
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Signature certificate for the documents completed manually
Option to generate a signature certificate for the documents completed manually
10 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
20 votes -
"awaiting your signature" in dashboard
Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.
Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.
12 votes -
Lock Signing Order
Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.
11 votes -
From Completed to Viewed
Change document status from Completed to Viewed manually
2 votes -
Skip signer
Ability to override or skip someone in the signing order (incase they are no longer apart of the process or necessary to complete the document)
17 votes -
Apply text settings to the whole column
Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)
2 votes -
2 votes
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mass check documents that are being sent out of bulk to know if any of them differ from the original template
mass check documents that are being sent out of bulk to know if any of them differ from the original template
2 votes -
2 votes
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Download images
Ability to download images used in PandaDoc documents
10 votes -
Separate Tag column in document list
Separate column where tags are listed when viewing documents in the list view.
1 vote
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