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Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
8 votes -
8 votes
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[Content Library] download content library items
Add ability to download CLIs
8 votes -
Ability to search from Dashboard
Search documents from the dashboard
8 votes -
image as variable
ability to make images as dynamic field or as a variable
8 votes -
placeholder for checkbox field
Placeholder for checkbox field.
8 votes -
7 votes
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Permissions for folders
Would like to set permissions (create inside, move, delete) for individual folders (including root folder).
7 votes -
Expiration date
Set the expiration date before sending the document.
7 votes -
Add change status option in Document Status Tile view
Add change status option in Document Status Tile view
7 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.
7 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.
7 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…
7 votes -
Template to doc folder
Documents created from a template automatically move to a specific folder once created/sent
7 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.
7 votes -
6 votes
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The document certificate time
The document certificate shows the time as UTC. That is making it difficult for some of the staff. Would be nice if it showed the time as 3:45:46 PM EST instead of the Military UTC time
6 votes -
Autosending all completed documents to the specified email address
option to send completed documents to a specific email address automatically
6 votes -
Download Chat / Private Message transcript
Option to download private message /chat on a document.
6 votes -
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.
6 votes
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