426 results found

1. Display uploaded files in PDF

   Display uploaded files in the PDF ev1

   13 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.

   The option to search from Documents tab by status and tag simultaneously.

   19 votes

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3. Reporting - Export filtered recipient who hasn't sign on document
   4 votes

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4. Bulk download on Inbox page
   2 votes

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5. [Content Library] download content library items

   Add ability to download CLIs

   21 votes

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   Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Save and Doesn't save buttons for templates and documents

   Save and Doesn't save buttons for templates and documents.

   23 votes

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7. [Comments] Ability for recipients to send private comments
   2 votes

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8. Add indicator for expiring soon documents

   I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document

   Request was added for Mobile app, but could be a common request.

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   4 votes

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9. Ability to search from Dashboard

   Search documents from the dashboard

   27 votes

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10. Lister: The "Sent by someone" filter in the Documents tab
    1 vote

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11. Add multiple recipients to one doc at the same time

    From some CSV, for example.

    3 votes

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12. More Robust Analytics Reporting

    The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

    16 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. HBSC account direct payment

    Make payments go to HSBC account directly instead of going through PayPal or Stripe.

    2 votes

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14. [Bulk action] Ability to change sequence of multiple templates at once
    2 votes

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15. Tag several documents at once
    4 votes

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16. Adding tag qualifies as document modification

    When tag is applied the date modified time stamp should update. This would allow for better reporting.

    4 votes

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17. Filter Documents by Contact's email

    wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view

    5 votes

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18. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.
    3 votes

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19. Ability to send password-protected documents in bulk
    4 votes

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20. Allow a PandaDoc user to see when an expired document is opened

    For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)

    4 votes

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