48 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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[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 -
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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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 -
[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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[Comments] Ability to delete comments
Editor 2.0
Ability to delete comments
15 votes -
14 votes
Hello there,
Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to view your Workspace name on the Dashboard is available within the system. Please see the link for more info: Workspaces.
Have a wonderful day!
Sincerely,
Valeryia Baranava
Product Operations, PandaDoc
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When transferring document ownership, it should stay in the folder it was originally in, instead of another folder being created.
Currently, transferring ownership of documents held within folders produces a new folder.
If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".
13 votesI'm happy to announce that we've fixed the issue with files transfer ownership.
From now on, all files transferred to the new owner will stay in the same folder as were originally.
You're welcome to share your feedback
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Adjust signing order for sent documents
Adjust signing order for sent documents without having to edit and resend the document
12 votesHello there! 👋
I'm happy to inform you that you can now adjust the signing order for sent documents without needing to edit and resend the document. This feature is applicable only to recipients who haven't yet received the document.
Your feedback would be greatly appreciated.
Best,
Igor from the Product Team at PandaDoc
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Template to doc folder
Documents created from a template automatically move to a specific folder once created/sent
12 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: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations#h_01GC8ZWGGPQ7YG8TXNFA698N0J
Have a wonderful day!
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List all the documents, which require only my signature (Precompleted documents)
It will be very useful to have the ability to list all the documents which require only the document's owner signature to become completed. I think the best way to implement this functionality is to add a new document status - (WOFYS or whatever the best name will be) - Waiting only for your signature . For example, a document has 2 recipients - document's owner and a client. After the document has been sent, viewed and signed by the client - it should transfer to WOFYS status, but not stay in the Viewed like it is now ( 13…
11 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 allowing to list all the documents which require your signature has been released. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/7603607222295-Home
Have a wonderful day!
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sent document - change document name without editing it
sent document - change document name without editing it
9 votes -
auto reminder on sent documents
Being able to adjust the auto reminders feature on documents that have already been sent would be a great help!
7 votesHi there – I’m excited to share that updated reminders are now generally available. You can set up daily reminders, adjust reminders even after the document is sent, as well as send reminders via text (SMS).
For more information, please visit our Help Center.
Should you have any feedback or suggestions, feel free to message me directly.
Igor, Product Team
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Convert Google Drive files into editable documents and templates for eSign
Import to Editor tool to convert Google Docs files into editable PandaDoc documents and templates.
5 votes -
Filter Documents by Contact's email
wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view
5 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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Search by document title only
Option to filter searches for document titles only. Currently, the search function includes words within documents, and it would be really helpful to have the ability to filter for document titles only.
4 votesYou can now search for a document by title! When searching documents, you can view all matches or look through matches found in "Titles only" tab.
https://support.pandadoc.com/hc/article_attachments/10544461894679
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Advanced Search for document titles
Be able to have advanced word search to have a nexact match of existing document titles when naming documents
4 votes -
Full-Text Search For Document Numbering
To have the feature to use the search bar for document-numbered files.
4 votes
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