780 results found
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Adding tag qualifies as document modification
When tag is applied the date modified time stamp should update. This would allow for better reporting.
4 votes -
4 votes
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4 votes
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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)
4 votes -
TOC: Ability to hide pages
Revert to the old table of contents where we could remove some pages (minus sign) in the TOC. We also need the refresh button back.
3 votes -
[Bulk action] Expire documents all at once
Customers would like to have the option to be able to expire documents older than 30 days all at once
3 votes -
Simplify Document Creation and Sending Process
Reduce the number of steps required to create and send a document to streamline the workflow.
3 votes -
Reporting: add reason for decline
Provide reason for declining on Report
3 votes -
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
This customer has numerous workspaces and use cases that c-suite would like to leverage CLM to view all documents across all workspaces.
3 votes -
Download option in the home dashboard
Make the download option available on the Home dashboard.
3 votes -
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
This is confusing to some customer.
3 votes -
[Upload} Increase File Limit from 10 to more than 10
Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.
3 votes -
Trash Bin: Be able to view documents without restoring them.
Trash Bin: Be able to view documents without restoring them.
3 votes -
Reporting: show the signature date of each recipient
Reporting: show the signature date of each recipient
3 votes -
Option to resend a completed document to one of the signers for re-signing
Option to resend a completed document to one of the signers for re-signing (without editing the document)
3 votes -
List of Documents with Transferred Ownership: View the New Owner
View which documents had ownership transferred - view who the new owner is
3 votes -
Email signature included at the bottom of emails for sent document notification
The ability to enable/place an email signature at the bottom of emails for sent document notifications.
3 votes -
Document addendum
Document addendum:
When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.3 votes -
Filter documents by their value
Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.
3 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Please note that a solution is available at the moment (for new documents) if you create a new custom data field for the document value. More about it here.
We're currently working on the mechanism that maps the existing Document Value to the new Data fields so that legacy document values will appear in this type of search too. Stay tuned!
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Option to view the all documents expiration date in the separate column on the Documents tab
Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)
3 votes
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