731 results found
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Reporting metrics on users
The ability for reports to show user data/internal rate, for example:
- First response time - time to respond/open a quote once it has been submitted for approval
- Number of edits - number of edits required on documents before approval
- Time to approve quote from submission to approval - see how long the quote approval process is4 votes -
Be able to see created date after you search for a specific document
In the "My documents" section, you can see the creation date on the list, but if you use the search feature, it only shows you the "modified date" and doesn't give you the option to see the created date. i wouldn't mind a whole separate option for it or still being able to change the modified date column to the created date column. Sometimes we are looking for patterns with templates failing or getting stuck in draft from our API and it's more helpful to see the created date then it is the modified date.
1 vote -
Alert or notification that a certain phrase is missing in the document
Ensure that a document cannot be signed if it lacks specific phrases or statements. Use case:
Contracts are sent out for signatures, with the client signing first and the CEO signing afterward, finalizing the document. It is necessary to ensure that the document cannot be signed by the client if it lacks specific required phrases or statements.2 votes -
Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
At the moment, sandbox and live metrics are combined. Would like the sandbox not to affect the true API performance and to include time to close, sent to completed, and other metrics presented.4 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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Build reports based on the current document status of the document rather than on the events
At the moment the CSVs generated in the tabs from Reporting -> Data Analytics section ("Leaderboards" and custom reports) are build based on the events. For example, if in the dropdown in the top left corner is configured for "Completed" document only, the CSV will contain the documents that were EVER completed (such documents may have been manually transferred to "Declined" status later). Such a method was chosen because of the technical limitation (reporting service doesn't contain the data about document status). The feature request is to build reports based on the actual status of the document, but not on…
2 votes -
Manually change document status to Incomplete
Manually change document status to Incomplete
1 vote -
Download all documents across workspaces
Have the ability to download All Documents from all workspaces, without needing to go into each one separately and download them.
1 vote -
2 votes
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Restrict users from declining a document after a specific amount of days
Restrict users from declining a document after so many days
Example:
1. The contract was signed on May 1st.
2. On July 14th, a manager decides to decline it
3. PandaDoc doesn't allow him to do so because it's possible to do so only within 30 days after the contract was signed2 votes -
2 votes
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3 votes
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Dashboard - be able to add Customisable Tiles to Dashboard
- add customised tiles to dashboard e.g. add a key client Company tile (anyone from that company to see activity by key clients
6 votes -
Option to filter documents by whose turn to sign now is
We have a problem with one signer, who is always not signing contracts on time, and want to see some list of contracts that are waiting for a signature from that person
2 votes -
Reporting: show the signature date of each recipient
Reporting: show the signature date of each recipient
2 votes -
Folders appear on the Home page
Folders appear on the Home page
3 votes -
Manually completed document audit
Group manually completed documents in one folder or create a tag for them by default
2 votes -
report
Be able to run a report that shows the median Total Time Spent by Template. right now we just have "sent to completed" which could be days, but we want to get a closer number about "how long did it take for them to fill out this bundle". It seems like the "Total Time Spent" analytics on a particular document is on an individual document level, but not reflected in the Reporting section
1 vote -
Option to resend a completed document to one of the signers for re-signing
Option to resend a completed document to one of the signers for re-signing (without editing the document)
2 votes -
Document download: filter documents by type
Filter document downloads by regular documents, bulk send documents, and documents created from forms, so you can download all documents except those created from forms.
2 votes -
List of Documents with Transferred Ownership: View the New Owner
View which documents had ownership transferred - view who the new owner is
3 votes
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