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Modify Dashboard: create filters, hide statuses
The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.
148 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
123 votes -
extend the expiration time of a document once it has become expired
extend the expiration time of a document once it has become expired
113 votes -
Edit the Completed document with saving the signature
The option to edit the Completed document with saving the signature.
91 votes -
Ability to Change Time Zone for a Signature Certificate
The option to change time zone for signature certificate.
85 votes -
Permissions for specific documents: Private documents
Have an option to create a private document where only the account owner/user can have an access to.
66 votes -
Downloading attachments along with the document they are attached to
Download attachments with PDF
61 votes -
Automatically organize documents to folders: create trigger to move completed docs to specific folder
In PandaDoc API - A way to create a trigger where when a document completes is automatically moves that completed document into a specific folder under their documents
58 votes -
Export details - Audit Trail
Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed
54 votes -
Delete/remove/edit 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)
49 votes -
47 votes
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The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.
The option to restore signed document after pressing Edit button.
39 votes -
choose specific time of day for document expiration
choose specific time of day for document expiration
33 votes -
Create Custom Statuses for Documents
Ability to create new status tiles for document management.
27 votes -
The Signed status in the Actions tab
The sender should know when a document was signed, not only completed.
22 votes -
21 votes
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[Dashboard] Select period more than 1 year in Dashboard
Would like to be able to have an option in the Dashboard to see further than 1 year.
21 votes -
21 votes
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20 votes
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Validation signature stamps
Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.
19 votes
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