720 results found
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Enable the ability to dictate which folder a document created from a template is added to
Last year the feature was enabled (in response to this idea: https://pandadoc.uservoice.com/forums/926629-ideas-to-improve-pandadoc/suggestions/40261645-template-to-doc-folder) to create an automation that moves a document to a certain folder once it has been either sent or completed. This is exactly the feature I want, only I'd want it to be triggered from the document's point of creation. We have multiple different templates, and currently all documents created from them get placed into the same folder and need to be manually sorted. Letting us choose which folders documents created from different templates go to would be enormously helpful in keeping our documents organized.
1 vote -
Completed documents in folders should remain hidden
Once documents are completed, they are moved into folders created in PandaDoc. But when I choose completed document status, ALL of them are visible there again whether they were 'filed' or not. I want them to stay in their folders and not have to look at them anymore in any list of documents.
1 vote -
1 vote
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1 vote
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1 vote
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1 vote
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Ability to extend the expiration date for the document recipient links.
Ability to extend the expiration date for the document recipient links.
1 vote -
Document value based on variable
Option to set document value based on variable
1 vote -
Signing order: sender should be able to fill out the document without the need to open it in the email
Signing order: sender should be able to fill out the document without the need to open it in the email.
For example in the document that has no signing order: https://v2uploads.zopim.io/4/Y/j/4Yj1tUnZnoy4dvMfWSAnoiW5JtwMykBJ/e11d487a3de2b227ceac5372bbad9762d8468b9e.png1 vote -
Option to aggregate all documents with recipient comments
A feature that would enable the system to display all documents that have recipient comments.
1 vote -
Option to view if the recipient click the link inside the document
Will allow the user to view if the recipient access or click the link that is included on the document
1 vote -
Reporting feature option will only export the email of the recipients
- Will allow the user to export the email of the recipients using the Reporting feature
1 vote -
1 vote
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Version History Log /Report
Collect Data/Report of Version History log
1 vote -
Make the Pandadoc contract ID search available
Search for a contract using Pandadoc contract ID data
1 vote -
Ability to modify/ edit signers after they have signed/ finalized their part
Ability to modify/ edit signers after they have signed/ finalized their part
1 vote -
Ability to generate a report on the number of documents edited after being sent.
Ability to generate a report on the number of documents edited after being sent.
1 vote -
add a pop up about document ownership transfer before deleting the user from the account
add a pop up about document ownership transfer before deleting the user from the account
1 vote -
Option to download PDF from PandaDoc with low resolution version
Ability to adjust resolution version when download documents in as PDF to make the size smaller.
1 vote -
Option to pull logs for a contact info changes
- Will allow the user to get log about the changes or update on contacts.
1 vote
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