854 results found
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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 -
option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.
option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.
1 vote -
Ability to add or attach a document / attachment to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
20 votes -
Bulk download documents: Save folder structure
Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.
1 vote -
Add custom validity to a signed document
Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month
1 vote -
2 votes
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Option to present/get repoting data in Power BI
Option to present/get repoting data in Power BI
1 vote -
Validation signature stamps
Validation stamp with each signature - a unique identifier with date, time, and some other geo stamp that would display next to each signature.
41 votesHi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
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Transfer data to: map pricing tables
Transfer data to: map pricing tables s in the original document with pricing tables in the new document.
6 votes -
3 votes
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1 vote
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Metrics/reporting for contract negotiations (redlining). Detailed exportable summary
Would like metrics tracking contract negotiations data. Reps using, edits, etc.
6 votes -
Upload a whole folder of documents from DropBox to PandaDoc with the same integration
In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.
1 vote -
Ability to use "this month" filter for the reporting.
Ability to use "this month" filter for the reporting.
1 vote -
Preserve the PDF layers when exported from PandaDoc: keep layers in pdf and avoid flattening after download
Preserve the PDF layers once exported from PandaDoc
2 votes -
Lock completed documents
Have an option where once document is completed, it is locked and cannot be opened.
27 votes -
Additional option for Expiration frequencies: send the document weekly and then monthly
Flexibility on expiration date settings for South American clients
(i.e send the document weekly and then monthly)1 vote -
1 vote
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2 votes
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Filter timeline activity log
Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.
6 votes
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