334 results found
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Attach a File on the Send via Email Window to the Email Notification
Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.
4 votes -
attach bundle documents as a single file upon completion
attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")
now they are attached as separate files
14 votesValeryia Baranava responded
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Disable the option to edit a completed document
Once the document is signed - currently a salesperson can edit the completed document and all data is lost.
would like to have a toggle to remove the ability to edit a document.32 votes -
Duplicate document from dashboard
Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.
2 votes -
2 votes
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Setting specific renewal date manually
It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.
7 votes -
restrict downloading of the completed document
restrict downloading of the completed document
6 votes -
View Customized Document Values in Reports
Be able to use the customize button for the Document Values within Reports
3 votes -
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
356 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Selected filters remain when user returns to the documents tab
When we apply filters to the documents tab and click into a document, when we then want to return to the documents tab and click back the original filters are lost so that we have to reapply the same filters again. Managers in particular are finding this frustrating and time consuming. We'd like the filters to remain
4 votes -
Profit Margin in Reporting
Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.
6 votes -
3 votes
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Version history - export/download templates / Ability to print changed versions within PandaDoc UI
version history ability to print changed versions within PandaDoc UI
Provided workaround to print from webpage and change the size of the document.8 votes -
12 votes
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Attachment on email body: use attachments in saved messages
Can I add an attachment to that message while in the PandaDocs environment?
(email body before sending document via email)
6 votes -
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.
37 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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Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)
Would like to have a report to pull CRM created docs vs. PD created docs by user
Request rooted from QBR16 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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2 votes
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Separate documents from the bundle after partial signing one of the documents in a bundle
Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.
3 votes -
list report about who downloaded the document
list report of who downloaded the document or list report about the downloaded documents of a user
12 votes
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