855 results found

1. 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.

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2. Manually change the document status from completed to approved

   Manually change the document status from completed to approved

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3. ability to disable auto-reminders in timeline
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4. 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.

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5. Require recipients to complete document attachments

   Require recipients to complete document attachments

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6. 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.

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   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   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:

   Reporting

7. Ability to move documents to another contact in PandaDoc Contacts

   Ability to move documents to another contact in PandaDoc Contacts

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8. Ability to filter documents by the signing order progress.

   Ability to filter documents by the signing order progress.

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9. Ability to upload more than 10 files to Attachments

   Ability to upload more than 10 files to Attachments

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10. Split documents to save in different folders

    The ability to split documents into different folders.

    i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder

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11. Ability to edit document title after its been completed

    Feature to edit just the title of a document after its been completed.

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    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    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 video:

    How to Rename a Completed Document

12. Report showing failed documents by workspace and user

    For a report to be available in the dashboard showing below
    1. Failed Sent Documents by Workspace and User
    2. Summary of failed documents on a daily, weekly, and monthly basis
    3. Show senders error messages of why the documents Failed

    This will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

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14. option to change "by" for sent documents

    option to change "by" for sent documents

    •  

    2 votes

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15. Allow an attachment to be rotated.

    Allow an attachment to be rotated

    2 votes

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16. Download: PTX/P12

    Ability to download documents as PTX and P12

    2 votes

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17. Ability for a third party/ non recipient to view a completed document that was forwarded to them

    You can forward completed documents, but the nonrecipients can not view the document.

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18. Video Call with a Client

    We'd like to be able to schedule a video session with a client via PandaDoc

    2 votes

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19. Option to have filter by user in the Document Activity (Dashboard)

    • Will allow the user to filter by user in Document Activity [Home]
    2 votes

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20. The ability to sort documents and templates by tags.
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