511 results found

1. Archive the completed documents

   Save all the completed documents as PDFs automatically.

   14 votes

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Delete tags from the list of already added tags
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3. SMS Verification for API Created Docs

   Be able to add SMS verification to docs created via API.

   13 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

4. Filter documents by owner
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5. Add a search bar for the Inbox

   It would be great to have a search function to make finding documents in the 'inbox' easier

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. More filters for documents

   Sort the document by status and direct period of time.

   13 votes

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   Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. [Content Library] download content library items

   Add ability to download CLIs

   13 votes

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8. Customize doc/temp/catalog list view columns

   Ability to customize the columns shown in doc/temp/catalog list view

   12 votes

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9. Bulk Send: Download all completed documents in one

   Bulk Send: Download all completed documents without going to each folder.

   12 votes

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10. Download Chat / Private Message transcript

    Option to download private message /chat on a document.

    12 votes

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11. [Search] more Template filters

    Would like to have more filters for the templates. Like top 3 used templates.

    12 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Ability to search within the document

    Ability to search within the document

    12 votes

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13. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    12 votes

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14. Export all documents list with statuses and other information

    Give option to export list of all Documents status.

    11 votes

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15. Filter criteria for the dashboards view per date range

    Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    11 votes

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16. Preview a Template / Form / Document

    Preview a template when you are in the "Templates" tab

    11 votes

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17. 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.

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18. 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.

    11 votes

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19. Native CPQ within PandaDoc

    have native CPQ functionality within PandaDoc

    11 votes

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20. Offline Storage of completed document

    a storage for completed documents without making it as a draft

    10 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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