401 results found
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4 votes
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Ability to see Bulk Send results in Reporting / Data Analytics
Ability to have Bulk send analytics results.
4 votes -
Change document status to viewed when client opens/checks the doc (not our team member)
In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document
4 votes -
Trace uservoice requests - Would like to see all user requests for the company level (all users)
Trace uservoice requests - Would like to see all user requests for the company level (all users)
Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.
4 votes -
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)
4 votes -
4 votes
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Random proposal numbers: option to set document sequence numbers to be randomly generated rather than follow the sequence order.
Option to set document sequence numbers to be randomly generated rather than follow the sequence order.
4 votes -
When bulk downloading ZIP file, each pdf name should match the csv document title.
When bulk downloading ZIP file, each pdf name should match the csv document title.
4 votes -
4 votes
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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 votes -
4 votes
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Report to know how many docs are not signed immediately.
Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.
4 votes -
Remove the document creator name in the document
Ability to remove the doc creator name in the document that is being send to the recipients.
"by <Creator Name>"
4 votes -
4 votes
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Tags For Documents Made From Template/Uploaded
To have the option to sort documents made from templates or uploaded
4 votes -
Resizing PDF Before Downloading
An option to resize the PDF version of a document before downloading.
4 votes -
4 votes
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Export the list of Paid documents.
Export a list of paid documents with the name, amount and date it was paid.
4 votes -
4 votes
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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 votes
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