736 results found
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Text search option - Sort by folders
An option to search a specific word and sort out the results by folders.
3 votes -
Ability to regenerate document links
Re-generate links in case you've provided recipients with the wrong one without having to edit the document
5 votes -
Show the exact time document status was updated in Analytics (not 15 hours ago, but an accurate time)
See exact date and time of document completion in the web view
2 votes -
can add a link to template or document and make it mandatory to click before completing the document.
can add a link to template or document and make it mandatory to click before completing the document.
8 votes -
[Bulk send] Easier way to bulk send (without CSV)
An easier way to bulk send a doc (without having to prepare a CSV file)
8 votes -
3 votes
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Downloading attachments along with the document they are attached to
Download attachments with PDF
163 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Change completed doc name from the editor view
Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.
2 votes -
"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
2 votes -
3 votes
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Assign date to Signatures
Assign specific dates from which the recipients may sign the document
4 votes -
[Dashboard] Select period more than 1 year in Dashboard
Would like to be able to have an option in the Dashboard to see further than 1 year.
33 votes -
Tracking documents sent on behalf of
I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.
I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…
2 votes -
CC'd team member with "Member" role is able to edit the document
PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.
6 votes -
Show user's (not all the workspace's) documents in dashboard by default
When a person with a "member" role logs in, only the documents of this person are displayed in the "Dashboard". When a manager or an admin logs in to the system, they see the documents of the whole workspace and can choose to show the documents of a specific team member. The feature request is to be able to make the dashboard show only the manager's/admin's documents by default when they log in.
1 vote -
4 votes
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Generate signature certificates for Bulk Send
Mass generate separate signature certificates for the documents that have been sent in bulk.
1 vote -
2 votes
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1 vote
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2 votes
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