429 results found
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transfer ownership of multiple documents/folder
transfer ownership of multiple documents/folder
48 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! -
[Bulk action] Ability to customize/disable expiration date for several documents at the same time
Ability to add a specific expiration date for several documents at the same time
44 votes -
[Home] Select period more than 1 year in Home
Would like to be able to have an option in the Dashboard to see further than 1 year.
43 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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Validation signature stamps
Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.
41 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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SSO: SCIM 2.0
SSO SCIM 2.0
40 votes -
Advanced search options/ Search within the Folder
Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.
38 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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Duplicate document from inside of it
Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)
34 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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34 votes
Hi. 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! -
SMS Verification for API Created Docs
Be able to add SMS verification to docs created via API.
32 votesHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Disable the option to edit a completed document
Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
would like to have a toggle to remove the ability to edit a document.32 votesValeryia Baranava responded
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OCR capabilities
OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs
32 votes -
Audit Trail - add more events
The option to see audit trail of users and the changes they make to a document, such as:
Signing Order
Text edits
Field tokens added
Items added from the content library31 votes -
30 votes
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Lock completed documents
Have an option where once document is completed, it is locked and cannot be opened.
29 votes -
[Bulk Send] Reporting
Provide downloadable reporting for Bulk Send that includes:
A comprehensive status report for Bulk Send documents, showing which recipients have signed and which have not
Recipient URLs
A list of recipient emails with their delivery/status details, such as failed, received, completed, etc.29 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)
Include a "Failed Delivery" status if document is sent, but then fails.
29 votes -
Access files uploaded from the Collect Files field via a link on the completed PDF, or attached to the email when a form is completed.
It would be helpful to either have a link generated within a completed document's PDF to the file uploaded via the Collect Files field in a document/form, or to have the option to include it as an attachment on the email which is sent out when a document/form is completed. Currently the uploaded file can only be accessed via the PandaDoc UI.
28 votesLindsey Schocke responded
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Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
28 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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Ability to search within the document
Ability to search within the document
28 votes -
Ability to search from Dashboard
Search documents from the dashboard
28 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
