843 results found
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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
3 votes -
Allow folder structure within Content Library to better organize items
When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
https://share.getcloudapp.com/wbuD5zZJ3 votes -
3 votes
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Choose a folder to save documents in PandaDoc by default
Ability to set a default folder in PandaDoc for documents to be sent to.
3 votes -
Add signature fields in attachments added to documents
The ability to add PandaDoc signatures in the attachments.
3 votes -
Update the document currency after it was sent
Option to update the document currency after it was sent (viewed, completed)
3 votes -
Move Delete Button on Completed Documents
Please move the Delete button on Completed Documents from being right next to the Print Button. Or if the Delete Button is to stay, please offer a prompt to users confirming they are sure they want to delete a Complete Document. Clients have easily and accidentally deleted documents.
3 votes -
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.
3 votes -
Restrict sending document with unresolved comments
Option to restrict sending document with unresolved inline comments
3 votes -
View Customized Document Values in Reports
Be able to use the customize button for the Document Values within Reports
3 votes -
Download multiple documents (document folders) directly to computer
Download multiple documents (document folders) directly to computer
3 votes -
Show document name on expired document notification view
show document name or quote number on an expired document
3 votes -
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
3 votes -
Ability to limit document creation for account users
Ability to limit document creation for account users
3 votes -
Move document in Draft to a specific folder
Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.
3 votes -
Selected filters remain when user returns to the documents tab
When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain
3 votes -
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 -
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 -
Send Signature certificate along with the completed document notification
Option to automate the process of recieving signature certificate after the document is signed.
3 votes -
download a template to a .docx from the template list
Ability to download a .docx of template from the main template list
3 votes
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