714 results found
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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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Disable sending PDF attachment of the completed document to the document owner.
Disable sending PDF attachment of the completed document to the document owner.
3 votes -
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 -
3 votes
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Add tag colors for further organization
The option to add colors to tags in order to make them more visible and provide more organization options with color coded tags.
3 votes -
Add multiple recipients to one doc at the same time
From some CSV, for example.
3 votes -
3 votes
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View what documents were sent via bulk send
View what documents were sent via bulk send
2 votes -
Improved formatting of audit trail timestamps in the exported file.
I've used DocuSign in the past and it provides a clean Timestamp of every action that downloads in tandem with my document. I've tried the CSV download but it's not exactly what I'm looking for.
2 votes -
Ability to keep archived documents longer than 90 days
We want to keep the archived documents forever
2 votes -
Reflect Document Title on Email Subject Line (Bulk Send)
Enable the system to display the document title in the email subject line received by recipients when sending documents in bulk.
2 votes -
Add column headers/Customize columns on Dashboard
Currently the dashboard view does not contain column headers, which leads to confusion of what the dates are that are in view of the docs visible. Specifically, in the completed documents section the dates shown are last modified rather than the date completed, allowing documents to reappear if viewed by a recipient after completion. Adding a column header or being able to customize the columns that appear will lead to a cleaner view and more understanding to the status of the documents displayed.
2 votes
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