334 results found
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Preview a Template / Form / Document
Preview a template when you are in the "Templates" tab
20 votes -
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.
28 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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[Bulk action] Ability to customize/disable expiration date for several documents at the same time
Ability to add a specific expiration date for several documents at the same time
43 votes -
Download Chat / Private Message transcript
Option to download private message /chat on a document.
18 votes -
Add recipient's first name and last name while forwarding
After a recipient clicks Other actions -> Forward, be able to input not only the email of the new recipient, but also their name and surname. This should automatically populate the recipient's name & surname in Recipients (at the moment after the document is forwarded, in Recipients the email of the new recipient is used instead of their name & surname) and in signature sertificate (it's possible to do it manually, while filling in the singature via "Type" option, but still)
8 votes -
34 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! -
Skip/remove or override a signer the signing order
Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)
22 votes -
74 votes
Hi,
Good news: we have already implemented this feature, and it's now ready for Early Access. For more information, please click the link below!
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Email tracking each time a document is being opened
every email open means someone is thinking about their quote
so it would be an awesome feature1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:
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[Bulk send] Easier way to bulk send (without CSV)
An easier way to bulk send a doc (without having to prepare a CSV file)
9 votes -
Audit Trail - add more events
The option to see audit trail of users and the changes they make to a document, such as:
Signing Order
Text edits
Field tokens added
Items added from the content library31 votes -
Dashboard option to track when a customer has signed a contract (multiplesigners involved)
My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign
5 votes -
"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
6 votes -
Signature certificate for the documents completed manually
Option to generate a signature certificate for the documents completed manually
14 votes -
Improve bulk download for huge amount of documents (1500+)
Users are having issues if they bulk download 1500+ documents, the link is never delivered
11 votes -
11 votes
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Lock Signing Order
Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.
14 votes -
Ability to search within the document
Ability to search within the document
28 votes -
Word redlining transferred to PandaDoc after the upload
Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file
9 votes -
9 votes
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