803 results found
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Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document
Option to track who the link was shared to when a recipient forwards a document link
5 votes -
Option to change the document owner once a document is generated from CRM
Option to change the document owner once a document is generated from CRM.
- Will allow the creator of the account to choose the owner of the document once creted from CRM
5 votes -
The ability to separate documents in a bundle to be totally separate document.
Remove a document from a bundle and make it a totally separate document without having to use the content library.
5 votes -
5 votes
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advanced search tool
ability to search documents by signer, sender, creator. after you open a document do not back to all docs, keep the one you found on the list.
5 votes -
Search field for contacts available without clicking magnifying glass
When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.
5 votes -
automatically set document sender: conditional document sender
I know I am able to alter who the document appears to be sent from, but can I have this be set to someone automatically?
5 votes -
Conditionally Bundle Documents
Ability to set conditions to bundle documents
5 votes -
Electronic Document Seal
DocuSign offers electronic seals to certify the integrity and origin of documents. For example, a company may apply an electronic seal on a contract before sending it out for signature.
5 votes -
Download Trail
A feature to track the users who have downloaded the files in the workspace
5 votes -
Simplify Manual to Complete Status Change
Need to have a simple ‘manual complete’ the document feature, similar to 1.0 On 2.0 you have to be on the main company list of docs, find yours and then click on the 3 dots, then manually complete, download and then upload back into zoho. Too many steps that slow down the process. Should be easy, click manual complete, insert PO# and/or brief statement, and should automatically go into zoho. (similar to 1.0)
This is especially true if a client doesn’t complete the document using the online signature. It take more steps to complete manually on 2.0 than on 1.0…
5 votes -
Ability to customize or add columns that show under the documents list
Customize or add columns that show under the documents list, (e.g. if you'd like to see the cost, margin in the documents list)
5 votes -
Expand Folder View on the left hand side panel
Have the option to keep folder section in side panel expanded
5 votes -
The search bar is not user friendly
When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.
5 votes -
Document into Folders
Submitted forms thru Template embedding to go to a specific folder.
5 votes -
Ability to regenerate document links
Re-generate links in case you've provided recipients with the wrong one without having to edit the document
5 votes -
"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
5 votes -
Allow a PandaDoc user to see when an expired document is opened
For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)
5 votes -
Export Quote Builder/Pricing table as CSV
We'd like to export CPQs, tables as a CSV file
4 votes -
SSO: SCIM 2.0
SSO SCIM 2.0
4 votes
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