427 results found
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Easy to Automatically Add CC to Documents
Quick and easy way to add CC on all documents sent from PandaDoc.
3 votes -
Add signature fields in attachments added to documents
The ability to add PandaDoc signatures in the attachments.
3 votes -
We should have the option to save more than one Pipedrive Deal in Pandadoc.
We should have the option to save more than one Pipedrive Deal in Pandadoc.
3 votes -
restrict the access to the completed document for one of the recipients
restrict the access to the completed document for one of the recipients
3 votes -
Ability to show the last updated date for docs/templates next to the Created date before clicking on a doc/template in the list
When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…
3 votes -
Create Multiple Folders with Subfolders at Once
The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.
3 votes -
Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
3 votes -
Limit rights for collaborators
Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only
3 votes -
Move document in Draft to a specific folder
Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.
3 votes -
Selected filters remain when user returns to the documents tab
When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain
3 votes -
Time to view (Reporting)- include the specific pages as it does on single document level
We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.
Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.
"We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents."
3 votes -
move pages between two bundle document
move pages between two bundle document
3 votes -
Change document status to viewed when client opens/checks the doc (not our team member)
In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document
3 votes -
Send Signature certificate along with the completed document notification
Option to automate the process of recieving signature certificate after the document is signed.
3 votes -
download a template to a .docx from the template list
Ability to download a .docx of template from the main template list
3 votes -
Charts for Reporting
Graphical representation reporting - pie charts and other visuals
3 votes -
SMS Verification for Bundles
Be able to add SMS verification to bundled documents.
3 votes -
Export in CSV file draft documents, include Draft document into the reporting
export in CSV file draft documents
3 votes -
When a document is complete (wet signature) would like to upload multiple docs when changing the status
When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status
3 votes -
3 votes
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