721 results found
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Add multiple recipients to one doc at the same time
From some CSV, for example.
3 votes -
3 votes
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Mass duplicate
Mass duplicate documents. Checkboxes dont work for this user
3 votes -
3 votes
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Email signature included at the bottom of emails for sent document notification
The ability to enable/place an email signature at the bottom of emails for sent document notifications.
2 votes -
Show which completed documents you have opened vs which completed documents you have not opened
Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.
2 votes -
Reporting - report that shows who in PandaDoc Contacts had already received quotes
report that shows who in PandaDoc Contacts had already received quotes
2 votes -
Ability to view the IP address for Viewers
Ability to view the IP address for Viewers
2 votes -
Metrics: user adoption: usage performance including license type, team, and workspace
Metrics: user adoption: usage performance including license type, team, and workspace
Identify behaviors by user, team, and workspace to address with team leads/managers.2 votes -
Keep/ do not delete signature certificate when completed document is edited
Keep/ do not delete the signature certificate when a completed document is edited
2 votes -
Notification based off dropdown selection
Notification based on dropdown selection. If selected yes, the sender gets a notification
2 votes -
Generate link after document is approved
The ability to generate a document link after being approved rather than automatically being sent via email.
2 votes -
recipient signature after watching video
The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.
2 votes -
manually change the document status from completed to approved
manually change the document status from completed to approved
2 votes -
Reports Select All Filter
When trying to download reports or make a custom report, it is very troublesome when you try to filter and have to click each individual select button so that the contract can be input into that report - my solution is if you can add a "Select all" feature? Similar to the select all feature when on the document home page - it allows you to search up a keyword and bulk select . This will be very useful. Thank you again! Screenshot inserted below.
2 votes -
Automatically add the name, signature, and the date of signing when the document is sent.
Automatically add the name, signature, and the date of signing when the document is sent.
2 votes -
2 votes
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Year over Year data on trending W.I.S.E. metrics (reporting and QBR data)
Year over Year data on trending W.I.S.E. metrics (reporting and QBR data)
As an account owner with a volume based plan, it's important to identify year over year trends all around. Workspace trends, user trends, template performance trends, and identify high vs. low season. The QBRs are helpful but not sufficient to narrow down data and identify frequency of usage year over year. There's 1 graph but that's not enough.2 votes -
option to download signed copies under audit trail
if a document was signed by the client outside PD and manually uploaded, it does not download that copy. Is there a setting in the download screen that we can trigger to include the signed copies under audit trail?
2 votes -
Require recipients to complete document attachments
Require recipients to complete document attachments
2 votes
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