556 results found
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1 vote
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option to hide documents (don't want to delete them, but want them hidden)
option to hide documents
2 votes -
Document/signature forwarding without knowing the email of the delegate recipient
The option to forward a document/signature without knowing the email address of the recipient to whom the document is being forwarded - for instance via a link.
1 vote -
2 votes
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Ability to favourite folders and documents and have my "favourites" always at the top of my folders
I want to be able to click the 3 dots on a folder or document and have an option to "favourite". Perhaps even instead of the 3 dots its just the star icon. Most people associate the star with favourites
If I select "favourite" then that folder or document appears in my "favourites" folder which is always at the top of my folders list.
That way, I can easily navigate to the folders I use most frequently and don't have to wade through mountains of folders1 vote -
A Closed Lost document status option
Ability to change document status to "Closed Lost"
1 vote -
Disable latest activity - who has viewed the document
Ability to disable who has viewed the document: ensure the account owner see all documents without the users knowing they were there (example on latest activity)
1 vote -
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
2 votes -
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.
2 votes -
To be able to manually change the document status of Approved documents
To be able to manually change the document status of Approved documents to Declined, Completed, etc
2 votes -
Collect completed documents from recipient via link
The ability for the Sender to collect the completed document from the recipient via a link.
1 vote -
Download more than 300 documents at one time
Right now, the recommendation is 200-300 per this HC article: https://support.pandadoc.com/hc/en-us/articles/360025472913-Manage-your-documents-templates-and-Content-Library-items#h_9d8b6eb6-bddb-4944-ae6f-934cfdbe6674
Can we increase that number? For example, a client bulk sent 2,000+ documents and would like to bulk export the signed PDF documents in one download.
1 vote -
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
2 votes -
Document UUID metadata in PDF
Add document uuid to the PDF downloaded.
1 vote -
View if completed document notification was sent to recipients.
Ability to view if a completed document notification was sent to recipients. Possibly added to the Audit Trail.
1 vote -
Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
1 vote -
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
1 vote -
1 vote
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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
2 votes -
1 vote
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