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4 votes
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Search field for contacts available without clicking magnifying glass
When opening the contact list it would be nice to have the search line at the top without having to click on the magnifying glass. There are so many contacts I don’t know why anyone would take the time to scroll thru them, search is easier but clicking on the magnifying glass is a step that could be removed.
5 votes -
Delete recipients from signed documents
Delete recipient from signed document
https://pandadoc.zendesk.com/agent/tickets/3687624 votes -
Random proposal numbers: option to set document sequence numbers to be randomly generated rather than follow the sequence order.
Option to set document sequence numbers to be randomly generated rather than follow the sequence order.
2 votes -
Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters2 votes -
move pages between two bundle document
move pages between two bundle document
1 vote -
2 votes
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See document value for specific tag
Ability to customize Dashboard to see the total value of specific documents
1 vote -
Lock bundled documents so they can't be edited or deleted.
The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.
1 vote -
Ability to see Bulk Send results in Reporting / Data Analytics
Ability to have Bulk send analytics results.
1 vote -
2 votes
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1 vote
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Export in CSV file draft documents, include Draft document into the reporting
export in CSV file draft documents
2 votes -
UTM parameter
to set up the UTM parameter in PandaDoc and get it visualized through our analytics.
1 vote -
add tags inside the document to the selected parts to be able to track these selected items tagged within the document
to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.
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
1 vote -
Option to see the users who deleted a document / template
A panel where customers can see which documents were deleted, and by whom and when.
6 votes -
Bring back the document status list on the bottom-left of the page
Option to restore classic status indicator on documents:
Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.1 vote -
export the sales part of the documents in the CSV file
export the sales part of the documents in the CSV file
E.g. Pricing tables items
1 vote -
Specify how the payment is made (ACH, Card)
Specify how the payment is made (ACH, Card)
3 votes
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