292 results found
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Print multiple completed docs directly from documents screen
My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually. The docs could maybe be combined into a single PDF temporarily just for printing purposes.
1 vote -
ability to migrate/transfer image library from one workspace to another (EASILY)
Would like the ability to move image library from one workspace to another easily.
They have an extensive image library set up and it would be time intensive for them to recreate the library one item at a time.12 votes -
filter by document name in the Reporting feature
filter by document name in the Reporting feature
1 vote -
WebForm Capability
Having the ability to utilize a created form/template on a web browser. We have several forms we use that need to route to different people pending who starts the form - would be nice to be able to have the option for 'if this, then that' and available on our internal webpage for usage.
1 vote -
2 votes
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Signing order across multiple documents
Control the signature order,for example, such that after the 2nd signatures, I need a manual control so that all the documents go at the same time to the 3rd signer
2 votes -
Option to have a collaborator in forms
Option to have a collaborator in forms
10 votes -
1 vote
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Have a "DONE" button on the clients side after they complete their suggestions.
It is hard to know when a client is done editing a document. It would be ideal to receive a notification that they are done, rather than a notification for every edit they make. This will ensure we are both not working on the document at the same time.
This feature would be best to be an option that can be turned on or off, so that you could still allow a team to work both live in the document.
6 votes -
Notification when the document draft is created
Notification when the new document draft is created from the template
4 votes -
QR code for documents
Custom QR code to our documents for recipients to use.
9 votes -
Conditional attachments
Add CLI/attachments to a document under specific circumstances
5 votes -
for the creator license to not be able to to edit the signing order in the document
for the creator license to not be able to to edit the signing order in the document
1 vote -
Conditional Status Change
Create relationship between documents for conditional status change. I.E. one document is completed, another one automatically expires
3 votes -
Report for viewed documents
a way to download all the emails for the people that only viewed my template
3 votes -
Custom Role Permission: Accepting/Rejecting redlines
Use case: account needs an approval workflow that kicks in ONLY if a doc is redlined; as a workaround we suggested adding the individual(s) to approve as an internal collaborator on the doc + that person can accept/reject the redlining. Con with this approach is that the doc creator can just not add an internal collaborator + accept redlines themselves since it's not a forced next step. If the custom roles permissions included a permission for users to have the ability to accept/reject redlines turned on/off then I think that would also potentially make this a helpful workaround (since user…
2 votes -
1 vote
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Move documents across workspaces and keep the statuses
Is there anything on the pipeline that will make this easier for us to move documents across workspaces?
186 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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3 votes
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ability to copy and paste line items
the ability to copy and paste line items; especially when you're giving a large facility a quote per department, and writing the same line item 30-40 times. The ability to copy the first line item and paste it 30+ times would greatly reduce the setup time for creating a large quote the first time.
9 votes
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