31 results found
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Send multiple docs in 1 email / Envelopes / API packages
Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.
362 votesDocument Bundling
Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
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[Bulk actions] Upload multiple documents at the same time
CX would like to upload multiple documents/templates at the same in, upon creation of document/template
128 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/9903483153175
Have a wonderful day!
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Recover deleted documents
Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own
95 votes -
14 votes
Hello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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Template to doc folder
Documents created from a template automatically move to a specific folder once created/sent
12 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations#h_01GC8ZWGGPQ7YG8TXNFA698N0J
Have a wonderful day!
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List all the documents, which require only my signature (Precompleted documents)
It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…
11 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to list all the documents which require your signature has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/7603607222295-Home
Have a wonderful day!
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Convert Google Drive files into editable documents and templates for eSign
Import to Editor tool to convert Google Docs files into editable PandaDoc documents and templates.
5 votes -
Search by document title only
Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.
4 votesYou can now search for a document by title! When searching documents, you can view all matches or look through matches found in "Titles only" tab.
https://support.pandadoc.com/hc/article_attachments/10544461894679
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Full-Text Search For Document Numbering
To have the feature to use the search bar for document-numbered files.
4 votes -
Upload a signed PDF instead of the original document at the point the status is changed manually
Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?
When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?
3 votesHello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
I'm glad to inform you that our dev and product teams released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status
We are grateful for your time! Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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[Doc2doc] Transfer pricing table
Doc 2 Doc Enhancements
- transfer pricing tables3 votes -
Remove: "Join panda doc today" notification for the signer after completing signing a document.
I don't want my customers to see "Join panda doc today" after completing signing a document. There should be a feature to disable this notification
2 votesThe feature is available.
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2 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature is available within the system. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/7603607222295-Home
Have a wonderful day!
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to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc
to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc
2 votesHi there! Thank you for your feature request submitted to PandaDoc!
Please be advised that the workflow you're requesting can be achieved with PandaDoс Forms. You can read more about this here: https://support.pandadoc.com/hc/en-us/articles/1500000482381--Editor-2-0-Collecting-signatures-with-forms
Have a wonderful day!
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Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).
Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).
2 votesHello there,
Thank you for submitting a feature request to PandaDoc!
The option to void or cancel a document is available within PandaDoc. Please refer to this article for more details: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status
Have a wonderful day!
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ability to rename a document when when on viewing mode (opened document)
ability to rename a document when when on viewing mode (opened document)
2 votes -
Reporting by Template
User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.
2 votes -
Automatic PDFs of a Signed Document
when a final signed copy of a document is finalized, I receive a link in an email that then takes me into the PandaDoc where I can then download the document. It would be nice to have the PDF in the email instead. We sent out POs and our vendors need copies of their POs all the time. I'm trying to workaround the issue but until then I have to download the file and send it to them.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature is available in the system, please see more about this here: https://support.pandadoc.com/hc/en-us/articles/360026361793-Automatically-send-PDF-of-a-completed-document
Have a wonderful day!
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1 vote
The feature is available within the system. Please see the screenshot attached and this link (Reporting) for more information.
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1 vote
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