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More filters for documents
Sort the document by status and direct period of time.
11 votes -
Duplicate document from inside of it
Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)
11 votes -
Using Redlining and Approval Workflow Together
Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.
11 votes -
Native CPQ within PandaDoc
have native CPQ functionality within PandaDoc
11 votes -
[Content Library] download content library items
Add ability to download CLIs
11 votes -
Filter criteria for the dashboards view
Can you enable a filter for the dashboards / views so a user can select either particular users or a date range or some other criteria? It is very relevant when using the IOS app and wanting to see just your own documents, instead of every users' documents.
10 votes -
[Search] more Template filters
Would like to have more filters for the templates. Like top 3 used templates.
10 votes -
Lock Signing Order
Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.
10 votes -
Skip signer
Ability to override or skip someone in the signing order (incase they are no longer apart of the process or necessary to complete the document)
10 votes -
Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
10 votes -
Ability to search within the document
Ability to search within the document
10 votes -
Template to doc folder
Documents created from a template automatically move to a specific folder once created/sent
10 votes -
Display uploaded files in PDF
Display uploaded files in the PDF ev1
10 votes -
Setting to not include Signature Certificate
Ability to download documents without signature certificate
9 votes -
Permissions for folders
Would like to set permissions (create inside, move, delete) for individual folders (including root folder).
9 votes -
Add a search bar for the Inbox
It would be great to have a search function to make finding documents in the 'inbox' easier
9 votes -
Customize doc/temp/catalog list view columns
Ability to customize the columns shown in doc/temp/catalog list view
9 votes -
Add change status option in Document Status Tile view
Add change status option in Document Status Tile view
9 votes -
Download Chat / Private Message transcript
Option to download private message /chat on a document.
9 votes -
Automatically add initials to a document
Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.
9 votes
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