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to automate a second document to be sent out once the first document was sent
to automate a second document to be sent out once the first document was sent
7 votes -
Use tab to jump to the next field to fill and assign field
Use tab to jump to the next field to fill and assign field
7 votes -
Audit Trail - add more events
The option to see audit trail of users and the changes they make to a document, such as:
Signing Order
Text edits
Field tokens added
Items added from the content library7 votes -
7 votes
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7 votes
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Remove doc ref and page number from signature certificate
Be able to remove doc ref and page number from signature certificate/disable signature certificate
6 votes -
Auto Place Field Enhancement
Auto Place fields even without field tags.
6 votes -
Delete a document from inside of it
Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document
6 votes -
Create Custom Statuses for Documents
Ability to create new status tiles for document management.
6 votes -
[Content Library] download content library items
Add ability to download CLIs
6 votes -
Adjust expiration warning timeframe
Ability to adjust the expiration warning in PandaDoc. Right now, you can only choose to warn signers one day before expiration.
6 votes -
OCR for Uploaded PDFs
OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs
6 votes -
Recipients to upload images
Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.
5 votes -
CC'd team member with "Member" role is able to edit the document
PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.
5 votes -
Improve bulk download for huge amount of documents (1500+)
Users are having issues if they bulk download 1500+ documents, the link is never delivered
5 votes -
Manually generate signature certificates
Document has been signed up to the degree that the author needed (e.g, movement, petitions, etc.) and needs a signature certificate generated.
5 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.
5 votes -
List all the documents, which require only my signature (Precompleted documents)
It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…
5 votes -
Transfer a document with filled in fields to another WS
At the moment when a document is copied to another workspace, the copy has the "Draft" status and loses its filled in fields (signatures, dates, text files, etc.) & analytics & link to CRM. The feature request is to implement an ability to transfer a document to another worspace without losing the document's filled in fields (signatures, dates, text files, etc.) & analytics & link to CRM
5 votes -
Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
5 votes
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