752 results found
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10 votes
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option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
10 votes -
Attachment on Sent documents
Ability to allow users to attach files even when the document has been sent.
10 votes -
10 votes
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Improve bulk download for huge amount of documents (1500+)
Users are having issues if they bulk download 1500+ documents, the link is never delivered
10 votes -
Download images
Ability to download images used in PandaDoc documents
10 votes -
Ability to rename a Sent document when on viewing mode (opened document)
Ability to rename a Sent document when on viewing mode (opened document). Currently, you can only do this from the documents list.
9 votes -
Generate Report based on Field/Variable Info
The ability to create a custom Report using Fillable Field and/or Variable information.
9 votes -
manually change document status - viewed to paid
option to manually change document status - viewed to paid
9 votes -
ability to access uploaded file by the signer in a completed document
ability to access uploaded file by the signer in a completed document
9 votes -
"Download all" checkbox selects ALL documents
"Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled
9 votes -
9 votes
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Audit Trail - Recipient Analytics - Recipient Time Spent viewing Document
I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.
8 votes -
Email notification of signer includes the name or email of whomever completed
Once the document form is signed by whomever, the email notification of signer includes the person's name or email address of who completed INSTEAD of the person owning the form.
8 votes -
Ability to filter by team in the Admin view of the Dashboard
Would like the option for the admin to pick members of their team they want to display in the Admin view of the dashboard.
So instead of viewing all documents created by one individual or all, we would like to pick from several at once, and save that view so department leads can see just how their team is doing while using the Home dashboard, vs the whole company using PandaDoc.
8 votes -
Option to auto-update the documents after updating the template
Have the option to auto-update the documents after updating the template used to create those documents
8 votes -
option to hide documents (don't want to delete them, but want them hidden)
option to hide documents
8 votes -
Option for pop-up before deleting completed document
Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.
8 votes -
Reminders set in hours
Customize reminders that can be set to hours, if they need the recipient to sign the document ASAP.
8 votes -
8 votes
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