765 results found
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Download a document bundle as a single file DOCX
Download a document bundle as a single file DOCX
2 votes -
Set expiration date instead of number of days
The ability to indicate a specific date for document expiration instead of putting in a number of days.
2 votes -
Option to Display Only Selected Document in Bundle Menu
Right now the client sees all three documents in a row underneath each other. I want them to just have to click on the document on the left panel and only see the pages of the one they click on, instead of all offers underneath each other.
2 votes -
To include cc'd users in the email received by signer
It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.
2 votes -
Editable document name label (located near the first page in content) for single documents
The ability to click and change the document name page label which is located next to a document page is available only for bundles (single document name can be change only via changing document title).
The feature request is to make document name label clickable/editable for single documents as well.
Picture https://drive.google.com/file/d/1DdT7samkFR-p_h3HN-eVs8na62Lw3CUE/view?usp=sharing
2 votes -
Update documents after completion
To have the ability to update documents, annexes for example, after the document has been completed.
2 votes -
Ability to build a report based on the Creator. Do not break down the report to list each document.
Essentially would like to download an exact copy of the report that you see in PandaDoc. Do not want to break down to list each document individually
2 votes -
Automatic Data Transfer Between Documents and Templates
A feature that automatically recognizes and transfers data from one document into another template/document. For example, applicants regularly send us their CVs, then we have to rewrite them to our template so that they all look the same and remove the personal data.
2 votes -
Filter documents by expiration date
Option to have an expiration date as a filter under the Documents tab
2 votes -
Bulk download document attachments
Bulk download for attachments
2 votes -
Report for all sent and all contracts that have been signed as a ratio and will show in a graph
Report for all sent and all contracts that have been signed as a ratio and will show in a graph
2 votes -
Include document status as a standard filter for document repository reporting
Have document status as a standard filter when reporting on "Data" fields in document repository. We did not setup a field for document status, assuming this would be a filter, we added all the fields and data to each document, when pulling reporting, draft and cancelled documents are pulling in without a way to exclude these.
2 votes -
Simplify Document Creation and Sending Process
Reduce the number of steps required to create and send a document to streamline the workflow.
3 votes -
Reporting: add reason for decline
Provide reason for declining on Report
3 votes -
Send the document automatically from HubSpot
Send the document automatically from HubSpot
2 votes -
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
This customer has numerous workspaces and use cases that c-suite would like to leverage CLM to view all documents across all workspaces.
3 votes -
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
4 votes -
Restrict Reporting Data Access
The option to restrict what users can access in Reporting (add permission management for Custom Roles).
Example is restricting a user to only see data related to his their own documents.
2 votes -
Completed date in reporting that corresponds with final signer
Hi!
Could you please add the final signature as a variable/column in reporting? Currently, the 'time to complete' is based on the median of signers. In our case, the first signer is internal (CEO) and the date that truly matters to us is the date the customer signs.And yes, I know that we can include the CEO signature in the template and let the approval flow via the approving functionality. The issue here is that this solution will not allow us to capture historical data. Moreover, quote approval on CEO level is currently in use above a certain discount…
2 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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Support Pinterest video embed in documents
Support upload of videos for documents from Pinterest
2 votes
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