752 results found
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Add new role in the document
add new role in the document
2 votes -
Enhanced Tagging System
Enhanced Tagging System
Overview:
Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.
Key Features:
Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.
Template-to-Document Tag Transfer: Tags…
2 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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Send completed document PDF only to a sender
Sender receives the completed PDF but the other recipients do not
2 votes -
Report documents created in PandaDoc and linked back to CRM
Report showing documents created in PandaDoc and linked back to CRM
2 votes -
Report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)2 votes -
Have a general "To Sign" document status
"To Sign" document status for all documents within the workspace so you can filter them by this status under My documents
2 votes -
Show which completed documents you have opened vs which completed documents you have not opened
Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.
2 votes -
Reporting based on contacts
Report that shows who in PandaDoc contacts had already received quotes
2 votes -
Ability to view the IP address for Viewers
Ability to view the IP address for Viewers
2 votes -
Keep/ do not delete signature certificate when completed document is edited
Keep/ do not delete the signature certificate when a completed document is edited
2 votes -
Notification based off dropdown selection
Notification based on dropdown selection. If selected yes, the sender gets a notification
2 votes -
Option to sign the document only after watching video
The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.
2 votes -
Manually change the document status from completed to approved
Manually change the document status from completed to approved
2 votes -
2 votes
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Bulk download: include the document that was uploaded when the status was manually changed
Option to include manually uploaded signed documents from the audit trail (documents that were uploaded during document status change) in bulk download.
2 votes -
Require recipients to complete document attachments
Require recipients to complete document attachments
2 votes -
Reporting with all document links
The ability to download a list with all current documents in the workspace including their links instead of going into them individually.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Ability to move documents to another contact in PandaDoc Contacts
Ability to move documents to another contact in PandaDoc Contacts
2 votes -
Auto upload signed contract into Monday CRM files
Is there anyway to automate an upload of a signed contract PDF automatically into the Monday CRM?
That would save us so much time of data backup!!
2 votes -
Ability to filter documents by the signing order progress.
Ability to filter documents by the signing order progress.
2 votes
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