443 results found

1. transfer ownership of multiple documents/folder

   transfer ownership of multiple documents/folder

   32 votes

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. delete a workspace or archive a workspace

   delete a workspace or archive a workspace

   31 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

3. Validation signature stamps

   Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.

   31 votes

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   Idea  ·  8 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Support Loom video embed in documents

   support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

   31 votes

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   Idea  ·  6 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. [Dashboard] Select period more than 1 year in Dashboard

   Would like to be able to have an option in the Dashboard to see further than 1 year.

   29 votes

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   Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. The ability to change the statuses of the document to any possible status manually.
   27 votes

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   9 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. Text formatting for saved messages
   27 votes

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   Idea  ·  5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. Ability to search from Dashboard

   Search documents from the dashboard

   27 votes

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   Idea  ·  5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. The Signed status in the Actions tab

   The sender should know when a document was signed, not only completed.

   27 votes

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   Idea  ·  6 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. Completed to paid status manually
    27 votes

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    Idea  ·  7 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. [Bulk action] Ability to customize/disable expiration date for several documents at the same time

    Ability to add a specific expiration date for several documents at the same time

    25 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Advanced search options/ Search within the Folder

    Ability to search and apply filters within the specific Folder in Documents and CL items. For now the search field filters apply to all of the content, which makes it not convenient and still a long time to find something.

    24 votes

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    5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Disable the option to edit a completed document

    Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
    would like to have a toggle to remove the ability to edit a document.

    23 votes

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    3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. Lock completed documents

    Have an option where once document is completed, it is locked and cannot be opened.

    22 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. Duplicate document from inside of it

    Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    22 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. Ability to search within the document

    Ability to search within the document

    22 votes

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    Idea  ·  3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Save and Doesn't save buttons for templates and documents

    Save and Doesn't save buttons for templates and documents.

    22 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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18. Search cross workspaces for documents

    Allow Search cross workspaces for documents

    20 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Automatically add initials to a document

    Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.

    20 votes

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    Idea  ·  7 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Search Results are no longer sortable

    We used to be able to sort search results on the document page. With the introduction of the filters that is not longer available. Please bring back this feature. I have clients with multiple invoices and while it is useful to be able to filter the results, sometimes I need to just see what is the most current invoice.
    thank you,

    19 votes

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    5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded