882 results found
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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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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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Column-based views with the list of documents
Can PandaDoc display a clear, column-based view showing:
Current document stage (Draft, With Rep, With Approver/Manager, With Client, Finalized)?
Who the document is currently waiting on?
Can this information be visible without hover actions?2 votes -
Additional notification before sending an empty email with a document
There should be an additonal notification asking a user whether they want to send an email to a recipient without any content if they don't add any.
2 votes -
Download PDF: Show the Initials and Signature fields when downloading a Template
Have the ability to download a Template while the Initials and Signature fields are showing, even when blank.
2 votes -
Reporting: Suggestions/ Comments
Ability to filter or get data based on suggestions or comments.
2 votes -
Extend/ adjust time period of Home screen (currently default is 1 week)
Recently, the time period for the home screen was changed to one week. Would like the ability to extend that time to multiple months.
2 votes -
Mass create draft
Currently we can only mass send documents but it would be useful to mass create draft documents for our sales team to go through and send individually. Mass creating drafts and having them land in a folder which the salespeople can share out amongst themselves would be a great help to the way we do business.
2 votes -
True alphabetical order that will be applied both to folders and documents.
If the sort order is set to alphabetical and a file is called "abstract" and a folder is called "business tools" and then a file is called "Clearance".. currently I'll get the folder with the letter "b" (business) first in the list even though a file clearly should be first since it starts with an "a" (abstract). This should not be. It should list them in true alphabetical order. Perhaps some people like the folder vs. true sort order method, but then give a toggle to turn it on and off
2 votes -
Home: document overview option
We are missing the home screen view that put documents into different tiles. It was removed in the recent update, please bring it back!
2 votes -
2 votes
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Document bundle: Ability to drag and drop content from one document to another in the bundle
Ability to drag and drop content from one document to another when having document bundle
2 votes -
2 votes
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Be able to export document metadata to PDF
It is possible to add document metadata via API. Some metadata is also added when a document is created via an integration. This metadata is not included in the exported PDF. The feature request is to be able to include this metadata in the exported PDF.
2 votes
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