725 results found
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Lock Signing Order
Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.
11 votes -
From Completed to Viewed
Change document status from Completed to Viewed manually
2 votes -
Skip signer
Ability to override or skip someone in the signing order (incase they are no longer apart of the process or necessary to complete the document)
17 votes -
Delete/remove/edit tags from the Documents/Templates/Content library tabs
At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)
104 votesHi! Thank you so much for sharing your perspective. While we currently don’t offer this feature, we put forward the following solution, that may help you cover this scenario, namely:
Please contact our Support team if you need to delete tags. If you have a Member role we might request approval from an admin user on your account.
We hope this suggestion can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.
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Apply text settings to the whole column
Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)
2 votes -
2 votes
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mass check documents that are being sent out of bulk to know if any of them differ from the original template
mass check documents that are being sent out of bulk to know if any of them differ from the original template
2 votes -
2 votes
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Download images
Ability to download images used in PandaDoc documents
10 votes -
Separate Tag column in document list
Separate column where tags are listed when viewing documents in the list view.
1 vote -
Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)
Include a "Failed Delivery" status if document is sent, but then fails.
16 votes -
7 votes
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Permissions for specific documents: Private documents (Password protect documents internally)
Have an option to create a private document where only the account owner/user can have an access to.
Restrict/lock documents from other Admins View.159 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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 -
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 -
choose specific time of day for document expiration
choose specific time of day for document expiration
101 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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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 -
Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
13 votes -
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 -
5 votes
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