825 results found

1. 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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2. 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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3. Exclusive Folder Sharing Capability for Specific Users

   Customer would like to have an option to share folder containing document to a specific user only

   10 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Disable recipient download/print PDF option for a document but send PDF copy via email after signing

   Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.

   10 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Option to auto-update the documents after updating the template

   Have the option to auto-update the documents after updating the template used to create those documents

   10 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. 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

   
   

7. Share signed / completed documents through PandaDoc: Ability to Add CC'd Recipients to Completed Documents
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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. 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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9. 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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10. 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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11. 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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12. [Reporting] Ability to export documents data (document name, status, date, value and owner ) into CSV or Excel file
    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. Ability to rename a Sent document when on viewing mode (opened document)

    Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.

    9 votes

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    5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Disable document forwarding on the workspace level
    9 votes

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    3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. manually change document status - viewed to paid

    option to manually change document status - viewed to paid

    9 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. Ability to filter by team in the Admin view of the Dashboard

    Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.

    So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.

    9 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. option to hide documents (don't want to delete them, but want them hidden)

    option to hide documents

    9 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. 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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19. [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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20. 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

    9 votes

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