426 results found
-
Categorize documents into the same folder (based on recipient)
For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.
1 vote -
1 vote
-
Sort documents by specific year or month
Be able to sort by a specific year or month.
2 votes -
edit the sent documents from Actions Required section
edit the sent documents from Actions Required section
4 votes -
Allow folder structure within Content Library to better organize items
When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
https://share.getcloudapp.com/wbuD5zZJ3 votes -
Print all paid and/or draft orders
I want to print all orders that have been placed. Not the individual he list
1 vote -
Export the list of expiring soon documents
Option to export the list of expiring soon documents
2 votes -
Option to view documents from removed/archived Workspace
Option to view documents from removed/archived Workspace
1 vote -
3 votes
-
Bulk download documents: Don't save folder structure
In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.
1 vote -
Choose a folder to save documents in PandaDoc by default
Ability to set a default folder in PandaDoc for documents to be sent to.
3 votes -
Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document
Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).
5 votes -
Document bundle: send documents at different times
Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.
1 vote -
Bundle completed documents
Bundle completed documents into one
4 votes -
Easy to Automatically Add CC to Documents
Quick and easy way to add CC on all documents sent from PandaDoc.
3 votes -
2 votes
-
Add signature fields in attachments added to documents
The ability to add PandaDoc signatures in the attachments.
3 votes -
Ability to fax PandaDoc
Ability to fax PandaDoc
34 votesWhile we don't have a way to directly fax a PandaDoc, we now offer PandaDoc Online Fax! You can send 20 pages from your computer for free. Currently, you can digitally fax documents from anywhere in the world, and receive digital faxes in the US and Canada.
-
Ascending/Descending document status
Please fix in the document view the status section so that it is truly ascending or descending. If I have ascending selected, "Completed" still shows up below "sent".
2 votes -
1 vote
- Don't see your idea?