714 results found

1. Export documents as CSV file

   The ability to export documents as CSV file not a zip file and the PDF version.

   19 votes

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   3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Download document as PowerPoint (.ppt) format
   19 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Set expiration date when uploading the document

   Set expiration date when uploading the document

   18 votes

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   5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. copy the entire folder with templates/docs in it
   18 votes

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Download Chat / Private Message transcript

   Option to download private message /chat on a document.

   18 votes

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   Idea  ·  6 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Add a search bar for the Inbox

   It would be great to have a search function to make finding documents in the 'inbox' easier

   17 votes

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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7. Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)

   Would like to have a report to pull CRM created docs vs. PD created docs by user
   Request rooted from QBR

   16 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   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!

8. Internal notes or comments on a document/template

   We would like to have an internal note on a document

   16 votes

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   6 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Valeryia Baranava responded

9. Option for Email Aliases

   Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.

   15 votes

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   5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. add tags to multiple documents

    adding tags to multiple documents

    15 votes

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    3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

11. Inbox, filter by status for documents

    Filter documents in Inbox by status

    15 votes

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    4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  Valeryia Baranava responded

12. waiting for payment and paid Doc statuses outside of payment integrations

    Allow to set waiting for payment and paid Doc statuses outside of payment integrations

    15 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. More filters for documents

    Sort the document by status and direct period of time.

    15 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    15 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    15 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. attach bundle documents as a single file upon completion

    attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

    14 votes

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    Idea  ·  Valeryia Baranava responded

17. Filter documents by owner
    14 votes

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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:

    Document list filters

18. Signature certificate for the documents completed manually

    Option to generate a signature certificate for the documents completed manually

    14 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Generate Report based on Field/Variable Info

    The ability to create a custom Report using Fillable Field and/or Variable information.

    13 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Disable recipient download/print PDF option for a document but send PDF copy via email after signing

    Option to enable the "Attach a PDF to email" even if the "Download" feature is disabled.

    13 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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