84 results found
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Filter Documents by Contact's email
wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Search by document title only
Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.
4 votesYou can now search for a document by title! When searching documents, you can view all matches or look through matches found in "Titles only" tab.
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Advanced Search for document titles
Be able to have advanced word search to have a nexact match of existing document titles when naming documents
4 votes -
Add "To Sign" to Dashboard
Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Full-Text Search For Document Numbering
To have the feature to use the search bar for document-numbered files.
4 votes -
Search in Documents for "sent by" user
Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.
4 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Download option in the home dashboard
Make the download option available on the Home dashboard.
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Filter documents by their value
Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.
3 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Allow folder structure within Content Library to better organize items
When adding a content library item, it'd be helpful to create a folder while in the menu to add the content library item.
https://share.getcloudapp.com/wbuD5zZJ3 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Upload a signed PDF instead of the original document at the point the status is changed manually
Is there any way that if the other partner prints, signs and e-mails a PDF copy i store it as well? Is there an option to upload the pdf at that point I change the status to completed manually?
When I change the status will I get an option to upload the pdf at that point. How is the PDF stored. Is the PDF then added as a downloadable attachment to the original unsigned document which then has a completed status?
3 votesHi! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We released the feature for attachment to the documents completed manually and now the document you upload when manually changing the status is visible as an attachment to an email notification send to document recipients. Please see the link for more info.
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[Doc2doc] Transfer pricing table
Doc 2 Doc Enhancements
- transfer pricing tables3 votes -
Option to add metadata to documents not using API
Ability to add metadata to documents created from templates using the PandaDoc editor.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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transfer signer to another link after document completion
THe functionality to transfer signers of a form/document to another web page after document completion.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Redirect recipients after document completion -
document ellipsis option in Home tab should be similar to the Document tab's
document ellipsis option in the Home tab should be similar to the Document tab's, not just having a delete option but duplicate, rename, change status etc.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Remove: "Join panda doc today" notification for the signer after completing signing a document.
I don't want my customers to see "Join panda doc today" after completing signing a document. There should be a feature to disable this notification
2 votesThe feature is available.
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2 votes
Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature is available within the system. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/7603607222295-Home
Have a wonderful day!
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to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc
to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc
2 votesHi there! Thank you for your feature request submitted to PandaDoc!
Please be advised that the workflow you're requesting can be achieved with PandaDoс Forms. You can read more about this here: https://support.pandadoc.com/hc/en-us/articles/1500000482381--Editor-2-0-Collecting-signatures-with-forms
Have a wonderful day!
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Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).
Ability to cancel/void the contract/document from PandaDoc (including PDFs of completed documents).
2 votesHello there,
Thank you for submitting a feature request to PandaDoc!
The option to void or cancel a document is available within PandaDoc. Please refer to this article for more details: https://support.pandadoc.com/hc/en-us/articles/360041879753--Editor-2-0-Manually-change-document-status
Have a wonderful day!
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ability to rename a document when when on viewing mode (opened document)
ability to rename a document when when on viewing mode (opened document)
2 votes -
Reporting by Template
User want to see analytics such as time to close for the Templates to make the KPIs report by Template, and see how they perform.
2 votes
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