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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.
126 votes -
[Bulk actions] Ability multiselect for blocks and fields
Ability multiselect for blocks and fields with bulk actions
89 votes -
68 votes
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Approval: vacation setting
Do you have to assign someone else to approve proposals while you're temporarily out / on vacation?
Let us know how important this feature is to you.57 votes -
Share templates and Content Library items in Editor 2.0
Share templates and Content Library items in Editor 2.0 by a user
54 votes -
51 votes
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Edit uploaded PDF
Option to edit uploaded PDF, convert to editable document/template
48 votes -
[Bulk actions] Upload multiple documents and templates at the same time
CX would like to upload multiple documents/templates at the same in, upon creation of document/template
46 votes -
Edit the Completed document with saving the signature
The option to edit the Completed document with saving the signature.
36 votes -
Fill in signature on template level
Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).
26 votes -
Ability to Change Time Zone for a Signature Certificate
The option to change time zone for signature certificate.
26 votes -
24 votes
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Schedule Sending documents
Ability to schedule when to send a document
24 votes -
Find and Replace All feature
Find and Replace All feature
22 votes -
Variable for the signature date
Create a variable, which contains the date, when the document is completed
20 votes -
Share Folders between Workspaces
Ability to share whole folder to another workspace
19 votes -
Delete/remove tags from the Documents/Templates/Content library tabs
At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to delete the tag itself. So the feature rquest is to implement the ability to Delete/remove a tag(s) itself from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs)
18 votes -
Document Preview function
Ability to preview the document as the cusotmer would see it outside of PandaDoc
18 votes -
Conditional Logic on PandaDoc fields
From client:
I have a question on if PandaDoc templates have a certain type of functionality.
Curious if PD has the ability to use some fashion of conditional logic, specifically around if a customer or rep selects an option, can we then set a subsequent field to not be required.The idea here is that if we select "No" for Purchase Order required, can we then have the PO Number field requirement be toggled off?
Appreciate any feedback you have on this one.15 votes -
Status-tag search for Documents
The option to search from Documents tab by status and tag simultaneously.
15 votes
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