736 results found
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More Robust Analytics Reporting
The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).
16 votes -
HBSC account direct payment
Make payments go to HSBC account directly instead of going through PayPal or Stripe.
2 votes -
2 votes
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4 votes
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Adding tag qualifies as document modification
When tag is applied the date modified time stamp should update. This would allow for better reporting.
4 votes -
69 votes
Hi there. Thank you so much for submitting your idea - we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next couple months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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Filter Documents by Contact's email
wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view
5 votes -
4 votes
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4 votes
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Allow a PandaDoc user to see when an expired document is opened
For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)
4 votes -
2 votes
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Mass duplicate
Mass duplicate documents. Checkboxes dont work for this user
3 votes -
[Bulk action] Select and edit several documents at once
Select and edit several documents at once.
8 votes -
Export details - Audit Trail
Customer's client was requesting to see the audit trail that shows which doc was sent and when it was reviewed
131 votesThe status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.
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3 votes
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OCR capabilities
OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs
28 votes
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