882 results found
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Search by Company
Martin would like to be able to search in the global search tool by company and find which and how many documents have been sent to that organization. Perhaps this could be a part of advanced reporting.
4 votes -
4 votes
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4 votes
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Add indicator for expiring soon documents
I don't see the document that will expire soon, we have no indicator on the documents tab. Suggestion is to add this information and indicator to the document
Request was added for Mobile app, but could be a common request.
4 votes -
4 votes
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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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Mass duplicate
Mass duplicate documents. Checkboxes dont work for this user
4 votes -
3 votes
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Home: show just the completed status on the finalized view, and will not show signed
To show just the completed status on the finalized view, and will not show signed
3 votes -
Disable the option for the recipient to reply on the reminder
Disable the option for the recipient to reply to the reminder
3 votes -
Allow Document Sender Reassignment Without Resetting Signatures
When a user leaves the organization and is removed from the PandaDoc workspace, their name remains as the sender on all previously sent documents. This creates confusion for clients, especially when trying to access or reference older documents sent by former employees. Have the ability to reassign the sender or update the sender information on previously sent or completed documents without impacting the document’s status.
3 votes -
Set specific time for auto reminder
Ability to set a specific time for auto reminder what we only have is days
3 votes -
Add headers in certain pages
is there a way to have headers on only certian pages
3 votes -
Page Break Visibility
Toggle on warnings of likely page breaks before I send a document. Or increase the visibility of the small grey text
3 votes -
automatically retrieve the link without having to manually select to generate the document link
Option to automatically retrieve the link without having to manually select to generate the document link
3 votes -
hide documents with a certain tag
a way to hide every document with a certain tag. Ex. I'd like to see every document except "test_document".
3 votes -
Filter Zapier generated documents
Ability to filter Zapier generated documents
3 votes -
Actions Required: Be more specific with the status
Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".
3 votes -
Ability to have a more flexible search option
Have the ability to be more flexible when searching for documents.
For example, searching for document with title "QM 1026" but typing "QM1026" will still have results.
3 votes
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