757 results found
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Limit rights for collaborators
Limit rights for collaborators on a document, so when collaborator is added with view rights they can see the document the same way as the recipient can only
3 votes -
Ability to see Bulk Send results in Reporting / Data Analytics
Ability to have Bulk send analytics results.
4 votes -
Generate report on the time of document signing
Ability to generate a report on the time when the document was signed
2 votes -
Possibility to upload Pages (Mac format) on PandaDoc
Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!
1 vote -
Change document status to viewed when client opens/checks the doc (not our team member)
In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document
4 votes -
Condensed version of documents
A condensed version of the document. For example, internally the client needs only about 3 pages of the 12-14.
Let's say there is a document with 18 pages. A lot of which is marketing and not a specific agreement. Therefore once signed, we only need page 10 once signed. Also, internal finance and logistics departments only need page 10 as well. Therefore, once signed, 2 PDFs are needed: one complete and one, 1 page.
2 votes -
Document.Value is calculated from a template rather than individual documents
Document.Value is calculated from a template rather than individual documents
1 vote -
Ability to add comments to Audit trail
Ability to add comments to Audit trail
2 votes -
option for recipient to save the signed document to their own PandaDoc account
option for the recipient to save their signed document (created by another user from other PandaDoc account ) to their own PandaDoc account.
2 votes -
1 vote
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Ability to limit document creation for account users
Ability to limit document creation for account users
3 votes -
Move document in Draft to a specific folder
Option to automatically add Documents created from a Template, into a pre-defined folder in the documents section.
3 votes -
View Customized Document Values in Reports
Be able to use the customize button for the Document Values within Reports
2 votes -
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 votes -
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
3 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.
1 vote -
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.
34 votes -
Date of Deletion: Be able to see the date when a document was moved to Trash.
Be able to see the date when a document was moved to Trash.
1 vote -
Time to view (Reporting)- include the specific pages as it does on single document level
We were wondering if it was possible to see an overview of the recipient analysis, but as accumulated data for all our documents.
Option to see for how long the receivers are on specific pages, but as a bundle. So for instance, how many seconds of view time is the average for document across all receivers. Include specific pages in time to view in Reporting as it does on single document level.
3 votes -
1 vote
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