765 results found

1. 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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2. 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

   
   

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

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4. Distinguish recipient status in the doc list
   2 votes

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5. [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

   36 votes

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   Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. 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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7. Create doc/template quick buttons
   4 votes

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8. Text formatting for saved messages
   32 votes

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   6 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
   Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

9. Edit the Completed document with saving the signature

   The option to edit the Completed document with saving the signature.

   205 votes

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   11 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   The status of this suggestion is currently unchanged from when the previous comment was posted. 

10. Upload docs to PandaDoc with the Print feature
    1 vote

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11. Native CPQ within PandaDoc

    have native CPQ functionality within PandaDoc

    13 votes

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    Early Access  ·  AdminAnastasia Koshko (Admin, PandaDoc) responded

    Hi,

    Good news: we have already started working on this feature, and it's now ready for Early Access. If you'd like to test it, reach out to our support team or your associated CSM or AM.

12. The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.

    The option to restore signed document after pressing Edit button.

    98 votes

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    5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates.

13. Increase the document sequence by more than 1
    1 vote

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. 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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15. A way of marking a completed document as amended
    2 votes

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16. Ability to Change Time Zone for a Signature Certificate

    The option to change time zone for signature certificate.

    140 votes

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    9 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged. Please check back for updates in a few months.

17. 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

    27 votes

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Ability to search within the document

    Ability to search within the document

    27 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Save a document to folders from within the document
    6 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. 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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