639 results found
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7 votes
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Create doc/template quick buttons
Shortcuts for documents or templates
7 votes -
Track document changes (redlining) with AI assitant
The customer needs to track the changes made to the document content using redlining / suggest edits feature
6 votes -
Send via SMS: show phone number in audit trail
When sending the document via SMS the number should appear at least on the audit trail
6 votes -
Email signature included at the bottom of emails for sent document notification
The ability to enable/place an email signature at the bottom of emails for sent document notifications.
6 votes -
Bulk send already created draft documents
Bulk send already created draft documents
6 votes -
Mark document as Void and resend
Option to add VOID across a document that has already been sent and signed by all parties (and then resend)
6 votes -
Document bundling: option to mass update documents/templates
Option to update or edit a template/document and dynamically mass update bundled templates/documents
6 votes -
Ability to add a custom field column in a Report (such as fields used with integrations)
Ability to add a custom field column in a Report (such as fields used with integrations)
6 votes -
Disable removing recipients in CC
Option to disable removing recipients in CC, always keep recipient in CC
6 votes -
Ability to view how a recipient paid/payment method inside of a document
Ability to view how a recipient paid inside of a document without having to navigate to the payment gateway's website. This used to be possible but was removed.
6 votes -
Ability to create your own home page filters
Ability to create your own home page filters for sorting documents
6 votes -
landscape AND portrait mode support in same doc (when uploading)
We have several companies that provide quotes in landscape mode. Our proposal and several other docs are in portrait mode, so we need for PandaDoc to recognize when a page is in landscape or portrait upon upload and allow for those to be in the correct orientation (OR allow us to rotate any page, whatever can get this to us faster). I understand I can separately add landscape docs to docs that are in portrait, but this adds another step for us right now since these are uploaded in the same file.
6 votes -
Option to convert a document (quote) into an invoice
Ability to convert documents/document information into an invoice
6 votesLindsey Schocke responded
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Bundle completed documents
Bundle completed documents into one. For example, if two documents were signed and completed separately, there should be an option to combine them into a single 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 -
Ability to show the last updated date for docs/templates next to the Created date before clicking on a doc/template in the list
When reviewing the templates I've created in whichever folder I've put them in, I can see the file name, the parties who'll need to sign, and the date the file was created. But I update my templates often, including by replacing the source files in them with updated versions. This means that the created date is not very important, because templates I created months ago have changed numerous times since then. I'd like to be able to see the date/time of modification for my templates, like you can with the documents, so I can know at a glance which ones…
6 votes -
restrict downloading of the completed document
restrict downloading of the completed document
6 votesValeryia Baranava responded
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Attachment on email body: use attachments in saved messages
Can I add an attachment to that message while in the PandaDocs environment?
(email body before sending document via email)
6 votes -
Profit Margin in Reporting
Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.
6 votes
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