720 results found
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Attachment on Sent documents
Ability to allow users to attach files even when the document has been sent.
10 votes -
10 votes
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Download images
Ability to download images used in PandaDoc documents
10 votes -
Ability to copy documents/templates across accounts
The ability for users with multiple PandaDoc accounts to copy their templates and documents across accounts.
9 votes -
Ability to rename a Sent document when on viewing mode (opened document)
Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.
9 votes -
sent document - change document name without editing it
sent document - change document name without editing it
9 votes -
manually change document status - viewed to paid
option to manually change document status - viewed to paid
9 votes -
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 -
View and track edits feature in the document version history like in MS word or google docs
track edits feature in the document like in MS word or google docs
9 votes -
option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
9 votes -
"Download all" checkbox selects ALL documents
"Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled
9 votes -
9 votes
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Email notification of signer includes the name or email of whomever completed
Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.
8 votes -
Option to auto-update the documents after updating the template
Have the option to auto-update the documents after updating the template used to create those documents
8 votes -
Reminders set in hours
Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.
8 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
8 votes -
ability to access uploaded file by the signer in a completed document
ability to access uploaded file by the signer in a completed document
8 votes -
Filter documents by created date
For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)
8 votes -
can add a link to template or document and make it mandatory to click before completing the document.
can add a link to template or document and make it mandatory to click before completing the document.
8 votes -
[Bulk send] Easier way to bulk send (without CSV)
An easier way to bulk send a doc (without having to prepare a CSV file)
8 votes
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