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Delete a document from inside of it
Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document
6 votes -
6 votes
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Display uploaded files in PDF
Display uploaded files in the PDF ev1
6 votes -
Save and Doesn't save buttons for templates and documents
Save and Doesn't save buttons for templates and documents.
6 votes -
6 votes
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Documents Sorted by "Created by"
When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.
5 votes -
Attachment on Sent documents
Ability to allow users to attach files even when the document has been sent.
5 votes -
waiting for payment and paid Doc statuses outside of payment integrations
Allow to set waiting for payment and paid Doc statuses outside of payment integrations
5 votes -
Recipients to upload images
Allow recipients to upload images not as download links (like in EV1) but as entire picture which is a part of the document.
5 votes -
Document Folder Organization
save document location on per template basis - i.e. if create document from NDA template that's in NDA folder, want PD to recognize that it should save in NDA doc folder
5 votes -
Adjust signing order for sent documents
Adjust signing order for sent documents without having to edit and resend the document
5 votes -
CC'd team member with "Member" role is able to edit the document
PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.
5 votes -
Save custom tokens/variables
An option to save custom variables / tokens to be used across templates.
5 votes -
Increase Upload Size limit
Increase file upload size limit
5 votes -
Word redlining transferred to PandaDoc after the upload
Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file
5 votes -
Improve bulk download for huge amount of documents (1500+)
Users are having issues if they bulk download 1500+ documents, the link is never delivered
5 votes -
Default settings for document forwarding
Implement an ability to set global default value for forwarding for future created documents. (Like Settings -> Settings -> Auto-reminders)
5 votes -
Signing Experience
Self-sign case - it takes 3 clicks today to fill in an initial or esignature. my client wants to be able to complete this in a 1 click process. in the pandadoc settings, the system should auto remember the selected initial or signature. the behavior he would like would be to click the field and the initial or signature pre populates like Docusign.
Now if in the inbox, once document is completes - it is roughly a 20-30 second process to go back and load the next document. he wants the next document to appear on the screen, to help…
5 votes -
5 votes
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Using Redlining and Approval Workflow Together
Improve how redlining and approval workflows work together since there is limited functionality when using the two features simultaneously.
5 votes
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