735 results found
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Home: change tabs order
Option to reorder tabs at Home
3 votes -
password for downloaded pdf/docx
Will allow the user to set a password on the downloaded completed document
3 votes -
Version History Log /Report
Collect Data/Report of Version History log
3 votes -
Co-Owner Role for documents
It would be helpful to have a co-owner role for a document that can send for approval. I.e., When covering for a colleague who is out of the office
3 votes -
Required password/verification for users to upload document
System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.
3 votes -
Ability to add signers to a Completed document
Ability to add signers to a Completed document
3 votes -
Set (all) Field Defaults by Workspace
The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.
For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.
3 votes -
Delete document - verification message
The ability to add a verification or 2-step process when deleting documents.
i.e when a document is clicked for deletion, a message pops up alerting that the document will be moved to trash, asking if the user would like to proceed.
3 votes -
Modified time in the document list show minutes and seconds.
Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.
3 votes -
3 votes
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3 votes
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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
3 votes -
Allow folder structure within Content Library to better organize items
When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
https://share.getcloudapp.com/wbuD5zZJ3 votes -
3 votes
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Choose a folder to save documents in PandaDoc by default
Ability to set a default folder in PandaDoc for documents to be sent to.
3 votes -
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
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