752 results found
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list report about who downloaded the document
list report of who downloaded the document or list report about the downloaded documents of a user
8 votes -
Filter documents by created date
For example, be able to see only the documents, created within last 3 month (dashboard doesn't provide this ability. For example, today is April 6. If a document was created on March 27 but viewed on 5 April, it will be shown in the dashboard "1 week", despite the fact it was actually created earlier)
8 votes -
can add a link to template or document and make it mandatory to click before completing the document.
can add a link to template or document and make it mandatory to click before completing the document.
8 votes -
[Bulk send] Easier way to bulk send (without CSV)
An easier way to bulk send a doc (without having to prepare a CSV file)
8 votes -
8 votes
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Word redlining transferred to PandaDoc after the upload
Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file
8 votes -
8 votes
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[Bulk action] Select and edit several documents at once
Select and edit several documents at once.
8 votes -
Option to bulk create documents via CSV file
Ability to create document from csv just link in Bulk Sending but not actually sending them out
7 votes -
Copy and paste fields
There should be the ability to multi select fields, initials for example, and paste individually to each page or apply to all pages.
Manually adding multiple initials to documents that are 30-50 pages is very time consuming.
Docusign allows you to select multiple fields then paste to location on each page - why can't you do that?
7 votes -
send 1 email with all of the signers in the "To" field and email address in the "CC" field of the same email
The issue is that your system sends a separate email to each recipient using the "To" field instead of 1 email to all recipients. In your app, I chose my email address as a "CC". In any email system, there is a "To" field and a "CC" field. What I was asking for is to send 1 email with all of the signers in the "To" field and my address in the "CC" field of the same email.
7 votes -
Track Negative Revenue Reporting Without Deleting The Document
We tried putting a negative number in our cancellation document but it does not reflect a negative amount in the revenue reporting.
7 votes -
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.
7 votes -
Email notification for Sender to verify that the document is sent
email notification that the document is sent
7 votes -
The ability to change reminder settings in bulk for a large number of sent documents.
For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?
7 votes -
The ability to turn off the pop-up asking to save the document as template
Option to remove a pop-up Save as template. It shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out.
7 votes -
Sorting of Tags
Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.
7 votes -
Documents Sorted by "Created by"
When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.
7 votes -
Electronic Vaulting
Electronic vaulting of completed contracts--required by banks--our Electron Signature offering is not sufficient enough for the bank
7 votes -
Signature stamp for frequently used signatures
Generate the ability to create a signature stamp.
e.g.
Signature Title: Accounting
Includes:
Brenda (signature and date)
Amanda (signature and date)7 votes
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