402 results found

1. add tags to multiple documents

   adding tags to multiple documents

   12 votes

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   3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

2. Change Document Location / Folder Inside the Document

   Ability to change the file location inside the document without leaving the document.
   Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.

   12 votes

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   4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. [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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4. export document data

   export document data on waiting for signatures into excel

   11 votes

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   3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

5. Export document's recipient analytics
   11 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

6. Export emojis to PDF
   11 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. Offline Storage of completed document

   a storage for completed documents without making it as a draft

   11 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Improve bulk download for huge amount of documents (1500+)

   Users are having issues if they bulk download 1500+ documents, the link is never delivered

   11 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. 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.

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. View and track edits feature in the document version history like in MS word or google docs

    track edits feature in the document like in MS word or google docs

    10 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents
    10 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. option to bulk cc a recipient for all documents

    Ability to pre-assign a recipient for role for all the documents/templates in the workspace.

    10 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. Attachment on Sent documents

    Ability to allow users to attach files even when the document has been sent.

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. send different email messages to the recipients who are signing the same document
    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. Download images

    Ability to download images used in PandaDoc documents

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. list report about who downloaded the document

    list report of who downloaded the document or list report about the downloaded documents of a user

    9 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. ability to access uploaded file by the signer in a completed document

    ability to access uploaded file by the signer in a completed document

    9 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. [Bulk send] Easier way to bulk send (without CSV)

    An easier way to bulk send a doc (without having to prepare a CSV file)

    9 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. "Download all" checkbox selects ALL documents

    "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    9 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file
    9 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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