720 results found
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Bundles - checkpoints
checkpoints for new hire employee bundles
multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"1 vote -
Data on best time to send documents
Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate
1 vote -
Ability to export selected PDFs from multiple searches in a single batch
Ability to export selected PDFs from multiple searches in a single batch
1 vote -
18 votes
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Documents Sorted by "Created by"
When viewing Documents > All could we please have the option to sort by "Created By" and "Value". At the moment we can sort by Title, Status & Date Modified/Created.
7 votes -
purchase order tracker
It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order
2 votes -
Created documents get put in folder you are in
When you create a document, if you are in a folder, it gets created in said folder.
4 votes -
Support Loom video embed in documents
support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.
41 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! -
Add "To Sign" to Dashboard
Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.
3 votes -
2 votes
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Sorting of Tags
Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.
7 votes -
13 votes
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waiting for payment and paid Doc statuses outside of payment integrations
Allow to set waiting for payment and paid Doc statuses outside of payment integrations
15 votes -
Add a search bar for the Inbox
It would be great to have a search function to make finding documents in the 'inbox' easier
14 votes -
1 vote
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[Dashboard] Select period more than 1 year in Dashboard
Would like to be able to have an option in the Dashboard to see further than 1 year.
32 votes -
Report to know how many docs are not signed immediately.
Would like to know how many docs are not signed immediately. Preferably 5 minutes from time sent.
4 votes -
1 vote
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Add the option to prompt the CC recipienst to view the document
is there a feature whereby all the CC emails I add to the PandaDoc document .. to have validation that they MUST view the document at least once before making the document "Completed"?
2 votes -
1 vote
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