636 results found
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Internal notes or comments on a document/template
We would like to have an internal note on a document
12 votes -
When transferring document ownership, it should stay in the folder it was originally in, instead of another folder being created.
Currently, transferring ownership of documents held within folders produces a new folder.
If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".
12 votes -
Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
12 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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[Search] more Template filters
Would like to have more filters for the templates. Like top 3 used templates.
12 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
12 votes -
"awaiting your signature" in dashboard
Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.
Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.
12 votes -
Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
12 votes -
export document data
export document data on waiting for signatures into excel
11 votes -
Offline Storage of completed document
a storage for completed documents without making it as a draft
11 votes -
11 votes
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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 -
Native CPQ within PandaDoc
have native CPQ functionality within PandaDoc
11 votes -
add tags to multiple documents
adding tags to multiple documents
10 votes -
10 votes
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Create a document from multiple objects in Hubspot
Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.9 votes -
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
9 votes -
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.
9 votes -
Attachment on Sent documents
Ability to allow users to attach files even when the document has been sent.
9 votes -
"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 -
Download images
Ability to download images used in PandaDoc documents
9 votes
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