855 results found
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4 votes
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Mass duplicate
Mass duplicate documents. Checkboxes dont work for this user
4 votes -
In the team dashboard to show just the completed status on the finalized view, and will not show signed
In the team dashboard 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 -
Apply Recipient verification on Template level
ID Check to be on by default for "Recipient" for new Documents created from new Template
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 -
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 -
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 -
link document to another document
When we have a signed agreement, that agreement can be linked to another agreement.
3 votes -
dropdown option to be alligned to the text
The text on the dropdown option should automatically aligned with the text format
3 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 -
Send Via Text (SMS) - Supported Countries
Add the United Arab Emirates and the Kingdom of Saudi Arabia to the list of countries supported for sending documents via SMS.
3 votes -
Send via SMS: show phone number in audit trail
When sending the document via SMS the number should appear at least on the audit trail
3 votes -
[Word Import] Option to Upload Editable Word Documents with Preserved Comments
Option to Upload Editable Word Documents with Preserved Comments
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 -
Calendar format date picker for setting expiration date
The ability to indicate a specific date or choose a date from a calendar for document expiration instead of putting in a number of days.
3 votes -
Include document status as a standard filter for document repository reporting
Have document status as a standard filter when reporting on "Data" fields in document repository. We did not setup a field for document status, assuming this would be a filter, we added all the fields and data to each document, when pulling reporting, draft and cancelled documents are pulling in without a way to exclude these.
3 votes -
Reporting: add reason for decline
Provide reason for declining on Report
3 votes
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