426 results found

1. Filter documents by owner
   13 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Sort the documents by completed date and time.

   Option to sort the documents by completed date and time.

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3. 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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4. Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)

   Would like to have a report to pull CRM created docs vs. PD created docs by user
   Request rooted from QBR

   12 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

5. Internal notes or comments on a document/template

   We would like to have an internal note on a document

   12 votes

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   4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. [Bulk Action] Upload Multiple Images into Document or Template
   12 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. [Search] more Template filters

   Would like to have more filters for the templates. Like top 3 used templates.

   12 votes

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   Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. "awaiting your signature" in dashboard

   Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

   Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

   12 votes

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   Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. export document data

   export document data on waiting for signatures into excel

   11 votes

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   3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminLindsey Schocke (Admin, PandaDoc) responded

   
   

10. Offline Storage of completed document

    a storage for completed documents without making it as a draft

    11 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. 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

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Native CPQ within PandaDoc

    have native CPQ functionality within PandaDoc

    11 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. add tags to multiple documents

    adding tags to multiple documents

    10 votes

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    2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. Export specific data from Reporting, based on filters

    Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    10 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Export emojis to PDF
    10 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents
    10 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Attachment on Sent documents

    Ability to allow users to attach files even when the document has been sent.

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. send different email messages to the recipients who are signing the same document
    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Download images

    Ability to download images used in PandaDoc documents

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Create a document from multiple objects in Hubspot

    Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    9 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded