426 results found
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Ability to fax PandaDoc
Ability to fax PandaDoc
29 votesWhile we don't have a way to directly fax a PandaDoc, we now offer PandaDoc Online Fax! You can send 20 pages from your computer for free. Currently, you can digitally fax documents from anywhere in the world, and receive digital faxes in the US and Canada.
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Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.
It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.
21 votes -
6 votes
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Search Results are no longer sortable
We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
thank you,19 votes -
Option to show the signer who completed the document in the reporting feature
Will allow the user to view who signed the document in the reporting feature
4 votes -
report of recipients who haven’t signed and also who have signed documents
be able to download a report of recipients who haven’t signed or signed the documents
4 votes -
edit the sent documents from Actions Required section
edit the sent documents from Actions Required section
4 votes -
Ability to set multiple columns when going through contact documents
i.e the ability to alphabetize documents while also setting the order for the status column
4 votes -
Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document
Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).
5 votes -
Access to document analytics via API
I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.
4 votes -
export document data
export document data on waiting for signatures into excel
11 votes -
Bundle completed documents
Bundle completed documents into one
4 votes -
Ability to rename documents in bulk
We have this license number we have from DPS, its on all the docs we have and it needs to be updated
3 votes -
Add signature fields in attachments added to documents
The ability to add PandaDoc signatures in the attachments.
3 votes -
Have Signature Certificate separated from the document and sent as a separate document / email.
Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document
4 votes -
Make Signer and CC'd Recipients easier to view on document
An easier way for recipient to see who is a signer or CC'd on a document. Instead of having to hoover over the Bubbles at the top of the document allow there to be a portion on the side of the document to view who is all a signer/CC'd on the document. "Or make it more prominent that everyone copied is listed at the top of the pandaDoc."
2 votes -
Allow folder structure within Content Library to better organize items
When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
https://share.getcloudapp.com/wbuD5zZJ3 votes -
Export the list of expiring soon documents
Option to export the list of expiring soon documents
2 votes -
Bulk Update PandaDoc contract references for HubSpot Companies via CSV Import
Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.
In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.
Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…
4 votes -
Choose a folder to save documents in PandaDoc by default
Ability to set a default folder in PandaDoc for documents to be sent to.
3 votes
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