328 results found
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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 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!
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Option to search the documents with redlining
It will be helpful for the audit to search for documents where suggested edits (redlining) were used or to add redlining column to the activity report
2 votesValeryia Baranava responded
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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.
37 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!
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Internal notes or comments on a document/template
We would like to have an internal note on a document
16 votes -
Document analytics for content blocks - marketing
Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.
4 votes -
25 votes
Hi. 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!
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2 votes
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30 votes
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Search by tags via search bar exactly
Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)
8 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.
6 votes -
private dashboard of docs that contained financial info
A private dashboard of docs that contained financial info so other users cannot see unless invited
8 votes -
Email tracking each time a document is being opened
every email open means someone is thinking about their quote
so it would be an awesome feature1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:
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In-depth document reporting
More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.
3 votes -
Lock completed documents
Have an option where once document is completed, it is locked and cannot be opened.
29 votes -
Sorting of Tags
Currently tags appear in no particular order, it would be great to sort them by alphabetical or date created etc.
8 votes -
Create a Video Links Library
It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.
4 votes -
18 votes
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[Bulk Send] Reporting
Provide downloadable reporting for Bulk Send that includes:
A comprehensive status report for Bulk Send documents, showing which recipients have signed and which have not
Recipient URLs
A list of recipient emails with their delivery/status details, such as failed, received, completed, etc.28 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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14 votes
Hi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:
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Document Completion Screen Customization (Automatically send a thank you message when the document is completed)
Please have an option to change the document completion screen. Make it customizable specifically to language and page content/message
67 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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