408 results found
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Document Extraction Capability - Extract data from completed documents to be auto-populated into a new document
Once a document is completed, being able to extract only some of the pages to be able to create a work order, without values. We want to be able to extract only some of the data that needs to be populated into the work order (another document).
6 votes -
Easy to Automatically Add CC to Documents
Quick and easy way to add CC on all documents sent from PandaDoc.
6 votes -
Have Signature Certificate separated from the document and sent as a separate document / email.
Have the certification of a completed document come through as a separate document rather than attached at the end of a completed document
6 votes -
Expiration for only recipient not the entire document
Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.
6 votes -
List / sort folders in alphabetical order
List folders in alphabetical order
6 votes -
Search by Document & Template ID
Ability to search for documents and templates by ID.
6 votes -
Version history - export/download templates / Ability to print changed versions within PandaDoc UI
version history ability to print changed versions within PandaDoc UI
Provided workaround to print from webpage and change the size of the document.6 votes -
6 votes
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Specify how the payment is made (ACH, Card)
Specify how the payment is made (ACH, Card)
6 votes -
Delete recipients from signed documents
Delete recipient from signed document
https://pandadoc.zendesk.com/agent/tickets/3687626 votes -
6 votes
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Keep the Document name and the Sequence Auto-Numbering for Bulk Download
Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)
6 votes -
Filter timeline activity log
Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.
6 votes -
Metrics/reporting for contract negotiations (redlining). Detailed exportable summary
Would like metrics tracking contract negotiations data. Reps using, edits, etc.
6 votes -
Transfer data to: map pricing tables
Transfer data to: map pricing tables s in the original document with pricing tables in the new document.
6 votes -
Search by tags via search bar exactly
Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)
6 votes -
private dashboard of docs that contained financial info
A private dashboard of docs that contained financial info so other users cannot see unless invited
6 votes -
Lock ability to download to pdf to preserve document analytics / Disable Template PDF download option for the team
Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.
6 votes -
send a PandaDoc to a phone number rather than email
Account has recipients that do not have an email address
6 votes -
Create a copy or shortcut of completed documents in another workspace
Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.
6 votes
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