639 results found

1. password for downloaded pdf/docx

   Will allow the user to set a password on the downloaded completed document

   3 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Required password/verification for users to upload document

   System will require users to either post a password or verification number in order to upload a document to send to recipients to sign.

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3. option to place image or GIF in "Send document" message

   option to place image or GIF in "Send document" message

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4. Document sequence: include dynamic months and years

   Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.

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5. Modified time in the document list show minutes and seconds.

   Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.

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6. Ability to rename documents in bulk

   We have this license number we have from DPS, its on all the docs we have and it needs to be updated

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   Lindsey Schocke responded

7. Option to revert a document status back to its previous state
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   Lindsey Schocke responded

8. Choose a folder to save documents in PandaDoc by default

   Ability to set a default folder in PandaDoc for documents to be sent to.

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   Lindsey Schocke responded

9. Add signature fields in attachments added to documents

   The ability to add PandaDoc signatures in the attachments.

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Lindsey Schocke responded

10. Update the document currency after it was sent

    Option to update the document currency after it was sent (viewed, completed)

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11. Create Multiple Folders with Subfolders at Once

    The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.

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    Lindsey Schocke responded

12. Restrict sending document with unresolved comments

    Option to restrict sending document with unresolved inline comments

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13. View Customized Document Values in Reports

    Be able to use the customize button for the Document Values within Reports

    3 votes

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14. Download multiple documents (document folders) directly to computer

    Download multiple documents (document folders) directly to computer

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15. Resend expired documents in bulk
    3 votes

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16. Limit rights for collaborators

    Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Lindsey Schocke responded

17. Ability to limit document creation for account users

    Ability to limit document creation for account users

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18. Time to view (Reporting)- include the specific pages as it does on single document level

    We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.

    Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded

19. Separate documents from the bundle after partial signing one of the documents in a bundle

    Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.

    3 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded

20. download a template to a .docx from the template list

    Ability to download a .docx of template from the main template list

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    2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Valeryia Baranava responded