797 results found
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transfer ownership of multiple documents/folder
transfer ownership of multiple documents/folder
43 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! -
Search cross workspaces for documents
Allow Search cross workspaces for documents
25 votes -
ability to see who from team members opened a document
ability to see who from team members opened a document
1 vote -
19 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 -
1 vote
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2 votes
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Document Portal
Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.
4 votes -
2 votes
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Search by Two Letters
Client would like to be able to search two letters using the search function.
2 votes -
Extend the expiration time of a document once it has become expired (with an ability to resend it) / unexpire
extend the expiration time of a document once it has become expired
337 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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Exclude tax from reporting, CSV download and API
Currently, tax that is added to a document is not filtered out in the reporting overview, CSV export or in the API. This severely distorts our reporting capabilities, since we only need to add tax for certain geographies.
Please make sure that tax is excluded from the reporting, or, even better, split the different amounts into separate columns (e.g. subtotal, discount, tax) so that the customer has a choice in what to do.
3 votes -
Dashboard option to track when a customer has signed a contract (multiplesigners involved)
My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign
4 votes -
Multiply cost of product by additional multiplier column
The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
EXAMPLE:
This customer is buying licenses that are £5…6 votes -
14 votes
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Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
17 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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2 votes
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Archive showing optional messages associated to sent documents
The function that will allow users to view optional messages they have used on their sent documents.
4 votes -
More filters for documents
Sort the document by status and direct period of time.
15 votes -
Bulk Send: Download all completed documents in one
Bulk Send: Download all completed documents without going to each folder.
15 votes
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