714 results found
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link document to another document
When we have a signed agreement, that agreement can be linked to another agreement.
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 -
link document to the Salesforce order
link document to the Salesforce order
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 -
[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 -
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 -
Ability to edit the installment date after the 1st payment has been made
Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.
3 votes -
Reporting: show the signature date of each recipient
Reporting: show the signature date of each recipient
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 -
Report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)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 -
Ability to filter documents by the signing order progress.
Ability to filter documents by the signing order progress.
3 votes -
Notify sender about documents that are left unsigned
Set notification for senders when a document has not been signed after X number of days.
3 votes -
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 -
3 votes
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Include "expiration date"/"renewal date" into the report.
Include "expiration date"/"renewal date" into the report.
3 votes
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