766 results found
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Disable the send button on the document level
Option disable the "Send" button on documents created from certain templates. The flow is the following:
When a representative creates a document from a template and the approval flow is disabled, they should not be able to send the document immediately. Instead, the document can only be sent via an API call after it has been approved by the external approval flow.1 vote -
Option to sign the document only after watching video
The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.
2 votes -
Manually change the document status from completed to approved
Manually change the document status from completed to approved
2 votes -
"Select All" Filter in Reporting
When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.
4 votes -
1 vote
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Linking PandaDoc Invoices to Submitted Quotes via PandaDoc
link the invoice document created from PandaDoc to a Quote that we have submitted by PandaDoc
1 vote -
2 votes
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Ability to set up automatic documents deletion.
Ability to set up automatic documents deletion.
3 votes -
Bulk download: include the document that was uploaded when the status was manually changed
Option to include manually uploaded signed documents from the audit trail (documents that were uploaded during document status change) in bulk download.
2 votes -
1 vote
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Option to see who completed the document from the document list
The client would like to see who exactly had completed the document because the status shows as "Viewed" until everyone has signed it. They wanted this information to be visible without opening the analytics, just from the document list.
1 vote -
Bulk send already created draft documents
Bulk send already created draft documents
6 votes -
Require recipients to complete document attachments
Require recipients to complete document attachments
2 votes -
Option to bulk create documents via CSV file
Ability to create document from csv just link in Bulk Sending but not actually sending them out
7 votes -
Document addendum
Document addendum:
When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.3 votes -
the Signature string Word feature to convert this signature into a PandaDoc document
the Signature string Word feature to convert this signature into a PandaDoc document
1 vote -
Variable questionnaire
The ability to have recipients complete a questionnaire before opening a document which would place those answers within variable/fillable fields
1 voteHi,
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 via your PandaDoc account. For more information, please click the link below!
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Reporting with all document links
The ability to download a list with all current documents in the workspace including their links instead of going into them individually.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Folder with files uploaded to a document
Option to have a folder you can see all files uploaded to a document
1 vote -
Ability to move documents to another contact in PandaDoc Contacts
Ability to move documents to another contact in PandaDoc Contacts
2 votes
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