24 results found
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Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire
extend the expiration time of a document once it has become expired
337 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Edit the Completed document with saving the signature
The option to edit the Completed document with saving the signature.
210 votesThe status of this suggestion is currently unchanged from when the previous comment was posted.Â
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Downloading attachments along with the document they are attached to
Download attachments with PDF
198 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Permissions for specific documents: Private documents (Password protect documents internally)
Have an option to create a private document where only the account owner/user can have an access to.
Restrict/lock documents from other Admins View.189 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Create Custom Statuses for Documents, such as "Done" or the status between Viewed & Completed, or Lost
Ability to create new status tiles for document management.
147 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Ability to Change Time Zone for a Signature Certificate
The option to change time zone for signature certificate.
143 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Delete/remove/edit/sort tags from the Documents/Templates/Content library tabs
At the moment (August 12 2020) It's possible to manage the tags for a specific document/template/CL item, but it's not possible to manage the tag itself. So the feature request is to implement the ability to Delete/remove/edit/sort tag(s) from the Documents/Templates/Content library tabs (those tags are shown in the left in these tabs).
134 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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choose specific time of day for document expiration
choose specific time of day for document expiration
113 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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The option to restore signed document after pressing Edit button. Revert a document back to completed once it is edited.
The option to restore signed document after pressing Edit button.
99 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Permissions for folders: hide some folders from users / restrict account users from seeing specific folders
Would like to set permissions (create inside, move, delete) for individual folders (including root folder).
70 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Document Completion Screen Customization (Automatically send a thank you message when the document is completed)
Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message
66 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Ability to fax PandaDoc
Ability to fax PandaDoc
49 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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delete a workspace or archive a workspace
delete a workspace or archive a workspace
49 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Support Loom video embed in documents
support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.
47 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
transfer ownership of multiple documents/folder
transfer ownership of multiple documents/folder
43 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
[Home] Select period more than 1 year in Home
Would like to be able to have an option in the Dashboard to see further than 1 year.
42 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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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.
35 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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32 votes
Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote! -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
25 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
21 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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