84 results found
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Send multiple docs in 1 email / Envelopes / API packages
Client is interested in bulk sending multiple documents in 1 email...or the ability to direct a user to a list of document links for them to sign. Client currently send around 10 training documents to their employees as part of their onboarding. Multiple emails are confusing for them to manage and something always gets lost/missed.
362 votesDocument Bundling
Document Bundling allows you to group multiple documents, send, and track them all at once, within a single document transaction — no more misplaced documents or sifting through emails.
Ready to bundle up? Check out this helpful resource to learn how to create your first document bundle.
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Modify Dashboard: create filters, hide statuses
The owner should have the ability to modify how the dashboard looks like. Be able to create own filter.
191 voteswith new Home dashboard, you can select needed document statuses and apply date filter. More filters to come!
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Export details - Audit Trail
Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed
166 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Ability to Change Time Zone for a Signature Certificate
The option to change time zone for signature certificate.
151 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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[Bulk actions] Upload multiple documents at the same time
CX would like to upload multiple documents/templates at the same in, upon creation of document/template
128 votesHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature has been released. Please see this link for more information: Bulk import documents to PandaDoc.
Have a wonderful day!
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Recover deleted documents
Implement trash bin for deleted documents/templates so that users are able to restore documents/templates on their own
95 votes -
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.
41 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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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)
34 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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SMS Verification for API Created Docs
Be able to add SMS verification to docs created via API.
32 votesHi, Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Ability to search from Dashboard
Search documents from the dashboard
28 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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27 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
Payments -
Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.
The option to search from Documents tab by status and tag simultaneously.
20 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.
Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.
19 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Change Document Location / Folder Inside the Document
Ability to change the file location inside the document without leaving the document.
Currently the file location is displayed below the document title as All Documents > Name of Subfolder with only the option to open that folder. Would be faster and more efficient to right click and see a drop down of other file locations to move the document to.18 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Export all documents list with statuses and other information
Give option to export list of all Documents status.
18 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Option to see the users who deleted a document / template
A panel where customers can see which documents were deleted, and by whom and when.
17 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
17 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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[Lister] Search documents by text
The option to search documents in the document list by text inside them. In this case, Documents were created via uploading a PDF
16 voteswe've released ability to search within content of uploaded PDF & Word files
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Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters15 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Bulk Send: Download all completed documents in one
Bulk Send: Download all completed documents without going to each folder.
15 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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