604 results found
-
Invalidate a completed document after a set amount of time
Invalidate a completed document after a set amount of time
2 votes -
5 votes
-
Audit Trail - Recipient Analytics - Recipient Time Spent viewing Document
I would like the audit trail to include recipient analytics, showing the viewing stats for a recipient on the document, Time Spent viewing the document.
3 votes -
Upload a signed PDF and PandaDoc will automatically sync it to the sent document.
Upload a signed PDF and PandaDoc will automatically sync it to the sent document.
2 votes -
Ability to add signers to a Completed document
Ability to add signers to a Completed document
2 votes -
Ability to track/report anytime an internal user generates a PDF from a pandadoc template they are creating
To have the option to report on or track anytime an internal user generated a PDF from PandaDoc template.
2 votes -
report of recipients who haven’t signed and also who have signed documents
be able to download a report of recipients who haven’t signed or signed the documents
4 votes -
bookmark a page or content of a document similar to Word
bookmark a page or content of a document similar to Word
2 votes -
Modified time in the document list show minutes and seconds.
Have the Modified time in the documents list show the exact minutes and seconds of when it was last modified.
3 votes -
To be able to manually change the document status of Approved documents
To be able to manually change the document status of Approved documents to Declined, Completed, etc
4 votes -
option to place GIF in "Send document" pop-up
option to place GIF in "Send document" pop-up
2 votes -
document ellipsis option in Document tab should be similar to the Home tab's
document ellipsis option in the Document tab should be similar to the Home tab's, not just having a delete option but duplicate, rename, change status etc.
2 votes -
manually change document status - viewed to paid
option to manually change document status - viewed to paid
2 votes -
Delete document - verification message
The ability to add a verification or 2-step process when deleting documents.
i.e when a document is clicked for deletion, a message pops up alerting that the document will be moved to trash, asking if the user would like to proceed.
2 votes -
Document sequence: include dynamic months and years
Option to to include dynamic months and years into auto-numbering. For example, if sequence name is 2309 in September, change it to 2310 in October or 2401 in January.
2 votes -
Option to auto-update the documents after updating the template
Have the option to auto-update the documents after updating the template used to create those documents
3 votes -
Access to document analytics via API
I would like to be able to access the document level analytics for the recipients such as last viewed date, quantity of times viewed, time spent, and times downloaded. Most importantly is the last viewed date and quantity of times viewed. I want to be able to pull that information into my CRM and set tasks for follow up, for instance when a document has been viewed 3 times in the last month, it would then be considered a hot opportunity and a task would be autogenerated for a sales person to call.
4 votes -
Document value based on variable
Option to set document value based on variable
1 vote -
Home: change tabs order
Option to reorder tabs at Home
1 vote -
Password protected folder
The client was looking for a password protected folder where they can input all of their documents that is safe from their members.
1 vote
- Don't see your idea?