427 results found

1. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

   Include a "Failed Delivery" status if document is sent, but then fails.

   18 votes

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   Idea  ·  8 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Search by folder names: Ability to directly search for document folders rather than simply the title of a document
   7 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Search by Company

   Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.

   4 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Total Documents Icon

   Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together

   2 votes

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5. Confirmation before sending to added recipient

   At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.

   2 votes

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6. Sort the documents by completed date and time.

   Option to sort the documents by completed date and time.

   13 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Add tag colors for further organization

   The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.

   2 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file
   5 votes

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9. Distinguish recipient status in the doc list
   2 votes

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10. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

    Ability to add a specific expiration date for several documents at the same time

    33 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. ability to search for those who have not signer /opened a document yet

    ability to search for those who have not signer /opened a document yet

    6 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Create doc/template quick buttons
    4 votes

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13. Text formatting for saved messages
    31 votes

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    Idea  ·  6 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Upload docs to PandaDoc with the Print feature
    1 vote

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15. Native CPQ within PandaDoc

    have native CPQ functionality within PandaDoc

    13 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. Increase the document sequence by more than 1
    1 vote

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Ability to sort docs in the Inbox tab
    9 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. A way of marking a completed document as amended
    2 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Audit Trail - add more events

    The option to see audit trail of users and the changes they make to a document, such as:

    Signing Order
    Text edits
    Field tokens added
    Items added from the content library

    21 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Ability to search within the document

    Ability to search within the document

    25 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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