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  1. 102 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  2. 65 votes

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    An error occurred while saving the comment
    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Customer L. Link from large non-profit has threatened full churn; once customers complete documents they often have to upload numerous requirements using Collect Files field; and when the document is complete it currently requires MANY different attachments to be opened one at a time to get the COMPLETE document. We need a way for them to see all of the attachments.

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  3. 23 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Account Owner very much needs to be able to do a document search across ALL workspaces at one time when searching for documents--she often spends large amounts of time looking for documents b/c she is not sure of the owner and the creator of the document could potentially be a part of multiple workspaces. mwillis@nkcac.org

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  4. 4 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Inability to lock document functionality for users has created major gaps in required workflow for customer already on Enterprise plan. Need ability to lock document functionality within Custom Role options. Customer found over 500 documents that were not logged correctly with their webhook due to the user changing the document title and completed documents are coming back with missing REQUIRED fields b/c user deleted those fields before sending.

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  5. 2 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  6. 3 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  7. 51 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    I have a customer with Sales Reps that are moving fields and creating major problems with documents going out to customers. Content locking does NOT solve the problem b/c they can still move the fields. Need a way to not only lock content, but ALSO be able to lock fields into position. Customer has threatened to churn without this feature request.

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  8. 18 votes

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  9. 13 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Direct request from my customer: a feature that would save time is a search field in the FOLDERS under CONTENT LIBRARY.

    We happen to have about 30 folders here so a search with a keyword is helpful and saves time in scrolling. kate.dilorenzo@carrworkplaces.com

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  10. 11 votes

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  11. 14 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Need the ability to set the expiration date within the Form just like with templates. How can it offer a reminder setting and not an expiration setting?

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  12. 30 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    This is a major need for one of my customers and for any customer that has multiple options for a recipient to need to choose from. Using checkboxes instead of radio buttons is not any better at all b/c you cannot require them all to be required...which means leaving them ALL unrequired which could lead to skipping that section completely.

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  13. 70 votes

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  14. 101 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    an icon or some way to tell if a field was required or not when drafting without clicking into each field. mentioned by customer: ewintrow@soprema.us

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  15. 23 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  · 
  16. 25 votes

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    AdminLori Nolen (Admin, PandaDoc) commented  · 

    Critical for my client: Darcy.Britt@sampled.com
    The nature of the documents they are sending is very private and they dont want ANYONE that is not on the intended recipient list to be able to somehow get the link and open the document.

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  17. 9 votes

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  18. 53 votes

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    Hi there! Thank you for taking the time to leave your request. Unfortunately this feature does not exist natively, however there is a workaround to obtain the necessary download. Please submit a ticket to the Support Team to export all documents (or completed+paid) with the files uploaded into collect files field.


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  19. 4 votes

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  20. 8 votes

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    AdminLori Nolen (Admin, PandaDoc) supported this idea  ·