639 results found
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Update/Replace sent document (source file) without editing a sent document.
when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.
3 votesValeryia Baranava responded
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SMS Verification for Bundles
Be able to add SMS verification to bundled documents.
3 votes -
When a document is complete (wet signature) would like to upload multiple docs when changing the status
When a document is complete (wet signature) would like to upload multiple docs/pdfs when changing the status
3 votes -
3 votes
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3 votes
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hide the column with the dropdown in the pricing table before sending a document
The column is something our sales team would fill out before sending to our client and they would hide the column as well so the client would never see it. I need this column to be selected from a drop down when our sales team is drafting the document before they send it out to be signed, do you think that's possible?
3 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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3 votes
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3 votes
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3 votes
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Page content preview in presentation mode
An optional preview of the page content down the side of a presentation.
3 votes -
In-depth document reporting
More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.
3 votes -
filter Activity Data by Template Type
filter Activity Data by Template Type
3 votes -
ability to add a rule to change from viewed to completed
ability to add a rule to change from viewed to completed
3 votes -
Show sending date instead of creation date in Inbox
The ability to change the date under your name in your Inbox in PandaDoc - sending date should be visible instead of the date when a document was created.
3 votes -
[Bulk action] change document owner
Bulk change document owner ability
3 votes -
Exclude tax from reporting, CSV download and API
Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.
Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.
3 votes -
3 votes
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Text search option - Sort by folders
An option to search a specific word and sort out the results by folders.
3 votes -
3 votes
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be able to split the document into parts after completion
be able to split the document into parts after completion
3 votes
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