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7 results found

  1. [Reporting] Reporting based on document tags

    38 votes

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    10 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Brandon Harris commented  · 

    I want to be able to see tags on the CSV exports. Or, at the very least, export a list of documents that I have filtered by tag.

    Brandon Harris supported this idea  · 

  2. add tags to multiple documents

    20 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
    Brandon Harris supported this idea  · 
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    Brandon Harris commented  · 

    YES! I need to tag dozens of documents in order to track something based on a search, and I'm discovering that I have to do it individually!?!? Please add this feature so that we can tag multiple documents at once from the search screen.

  3. Download button

    15 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Recipient Experience  ·  Admin →
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    Brandon Harris commented  · 

    I agree with Tom Maggio. At least once a week a client asks me to send them a PDF. This should be a glaringly obvious button at the top of the document. Make it flash, make it gaudy, make it OBVIOUS, just don't bury it in a menu! The recipient UX should be the easiest and most intuitive experience in the world to navigate. If I have to explain it to a kindergartener, it's too difficult.

    Brandon Harris supported this idea  · 

  4. Populate Document Expiration Date Variable before sending

    11 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Brandon Harris supported this idea  · 

  5. Document sent variable that auto-populates

    40 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Brandon Harris supported this idea  · 

  6. Signature timestamp: Autofill the date field / variable with the date of signing the document (Today's Date system variable)

    666 votes

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    72 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have wonderful news – the feature you requested is available in the system. For more information, please click the link below and have a marvelous day!

    Signature timestamp.

    Brandon Harris supported this idea  · 

  7. Override Approval: vacation setting (Allow Admins to force approve or reject document approvals)

    109 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →