720 results found

1. Option to change the document owner once a document is generated from CRM

   Option to change the document owner once a document is generated from CRM.

   • Will allow the creator of the account to choose the owner of the document once creted from CRM
   5 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. The ability to separate documents in a bundle to be totally separate document.

   Remove a document from a bundle and make it a totally separate document without having to use the content library.

   5 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Ability to export list of all the folders and files within the app, export folders tree.
   1 vote

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. Export comments/suggestions to Excell or Google Sheets
   6 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. Remove documents from timeline on the dashboard
   4 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Random proposal numbers: option to set document sequence numbers to be randomly generated rather than follow the sequence order.

   Option to set document sequence numbers to be randomly generated rather than follow the sequence order.

   4 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download

   Preserve the PDF layers once exported from PandaDoc

   2 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Create document folders for each contact (client) in bulk
   2 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. (bulk send ) documents auto enter the name when user fills it out
   1 vote

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. The ability to see which recipients have viewed a particular document, and which have not.

    Right now this isn't available with the reporting feature.

    1 vote

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Specify how the payment is made (ACH, Card)

    Specify how the payment is made (ACH, Card)

    3 votes

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12. Report for documents that changed to a certain status during a date range
    2 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Option to exclude data from deleted documents in reporting
    2 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. Export documents tag list
    1 vote

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Document menu: View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    Document menu:
    View and make attachments + uploaded documents (wet signature) clickable from the document menu.

    2 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Export document's recipient analytics
    7 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Delete recipients from signed documents

    Delete recipient from signed document
    https://pandadoc.zendesk.com/agent/tickets/368762

    6 votes

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18. The ability to change reminder settings in bulk for a large number of sent documents.

    For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?

    5 votes

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19. Report on Pricing Table line items details (like SKU number)
    2 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. Forecasting
    1 vote

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded