752 results found
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Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
2 votes -
Be able to add Templates and Documents into a folder
Would like to be able to have a universal folder that can be moved from the documents to templates list, not just folders where only documents or only templates can be held
2 votes -
Make Signer and CC'd Recipients easier to view on document
An easier way for recipient to see who is a signer or CC'd on a document. Instead of having to hoover over the Bubbles at the top of the document allow there to be a portion on the side of the document to view who is all a signer/CC'd on the document. "Or make it more prominent that everyone copied is listed at the top of the pandaDoc."
2 votes -
Sort documents by specific year or month
Be able to sort by a specific year or month.
2 votes -
Export the list of expiring soon documents
Option to export the list of expiring soon documents
2 votes -
Delete attached file that was upload via manual status change
Ability to delete the attached file from Audit Trail that was uploaded via manual status change
2 votes -
pdf download without verified signatures
It would be great if there was an option to download a pdf without the verified signatures. It's causing my adobe acrobat to time out and have a conniption. I think it would also be a smaller file, so I could attach it in my practice management software.
2 votes -
Advanced Date Validation
Allow for Date range validations, including start and/or end dates, that include any/past/present days, as well as variable references and common date macros (such as +1D)
2 votes -
2 votes
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Unassigned option on Owner filter
Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.
2 votes -
Separate view for documents with comments (resolved and unresolved)
Option to have a dashboard tile for document with new comments (separate resolved view and the view with unresolved comments)
2 votes -
analytics activity - viewed
My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.
2 votes -
Generate report on the time of document signing
Ability to generate a report on the time when the document was signed
2 votes -
Ability to add comments to Audit trail
Ability to add comments to Audit trail
2 votes -
option for recipient to save the signed document to their own PandaDoc account
option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.
2 votes -
View Customized Document Values in Reports
Be able to use the customize button for the Document Values within Reports
2 votes -
Ability to generate URL for filtered documents list or set up default filtering options on workspace level
I want to create a URL favorite for my browser so when I pull up PandaDocs my documents will only show viewed and sent documents without having to click the status filters
2 votes -
2 votes
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2 votes
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2 votes
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