721 results found
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Categorize documents into the same folder (based on recipient)
For example, if you sent the document to the recipient and then sent another - have the option in PandaDoc to recognise it is being sent to this particular client and categorise them into the same folder.
1 vote -
1 vote
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Print all paid and/or draft orders
I want to print all orders that have been placed. Not the individual he list
1 vote -
Option to view documents from removed/archived Workspace
Option to view documents from removed/archived Workspace
1 vote -
Bulk download documents: Don't save folder structure
In case you download several documents from different folders, the zip file contains folder and subfolders (subfolders are named as folders where documents are located). Add an option to avoid subfolders and download everything in one folder.
1 vote -
Document bundle: send documents at different times
Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.
1 vote -
1 vote
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Document expiration variable updated when document is edited at a later date
Have the document expiration date variable update in the document when document is edited at a later date.
1 vote -
For recipient - Ability to view all documents in one place.
For recipient - Ability to view all documents in one place.
1 vote -
Delete attached file that was upload via manual status change
Ability to delete the attached file, in the attachment app from uploading an attachment via manual status change
1 vote -
Ability to change the owner of a document to a user with a read-only license
Currently only document creator can be listed as the owner of it. However it's critical for us to have the team member's account as the owner for accurate reporting data. Our team doesn't build proposals, they are just cc'ed
1 vote -
Download CSV of Documents filtered by title
In the reporting feature, there should be an option to search all documents by their title and download a CSV list of those documents
1 vote -
When sending a document to multiple signers to have a message for just one signer.
When sending a document to multiple signers to have a message for just one signer.
1 vote -
1 vote
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Possibility to upload Pages (Mac format) on PandaDoc
Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!
1 vote -
Document.Value is calculated from a template rather than individual documents
Document.Value is calculated from a template rather than individual documents
1 vote -
1 vote
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Duplicate document from dashboard
Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.
1 vote -
Date of Deletion: Be able to see the date when a document was moved to Trash.
Be able to see the date when a document was moved to Trash.
1 vote -
1 vote
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