736 results found
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Internal notes or comments on a document/template
We would like to have an internal note on a document
13 votes -
Filter criteria for the dashboards view per date range
Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?
13 votes -
13 votes
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Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
13 votes -
Native CPQ within PandaDoc
have native CPQ functionality within PandaDoc
13 votes -
Display uploaded files in PDF
Display uploaded files in the PDF ev1
13 votes -
Have the option to change the document status manually from the Dashboard / Home.
Have the option to change the document status manually from the Dashboard / Home.
12 votes -
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 filters12 votes -
12 votes
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[Search] more Template filters
Would like to have more filters for the templates. Like top 3 used templates.
12 votes -
Signature certificate for the documents completed manually
Option to generate a signature certificate for the documents completed manually
12 votes -
"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 -
export document data
export document data on waiting for signatures into excel
11 votes -
add tags to multiple documents
adding tags to multiple documents
11 votes -
11 votes
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Offline Storage of completed document
a storage for completed documents without making it as a draft
11 votes -
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 -
attach bundle documents as a single file upon completion
attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")
now they are attached as separate files
10 votes -
Change Document Location / Folder Inside the Document
Ability to change the file location inside the document without leaving the document.
Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.10 votes -
10 votes
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