737 results found

1. Lister: The "Sent by someone" filter in the Documents tab
   1 vote

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Add multiple recipients to one doc at the same time

   From some CSV, for example.

   3 votes

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3. 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).

   18 votes

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   Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. HBSC account direct payment

   Make payments go to HSBC account directly instead of going through PayPal or Stripe.

   2 votes

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5. [Bulk action] Ability to change sequence of multiple templates at once
   2 votes

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6. Tag several documents at once
   4 votes

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7. 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

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8. Contract Lifecycle Management (CLM)
   70 votes

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   4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

   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

9. Countdown Widget visible to recipients that updates automatically each day, so they know how many day are left till the document expiration.
   4 votes

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10. Ability to send password-protected documents in bulk
    4 votes

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11. 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

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12. Catalog - Ability to update custom columns with a CSV
    2 votes

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13. Mass duplicate

    Mass duplicate documents. Checkboxes dont work for this user

    3 votes

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14. [Bulk action] Select and edit several documents at once

    Select and edit several documents at once.

    8 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. 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

    134 votes

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    Being evaluated  ·  AdminKatie Hudson (Admin, PandaDoc) responded

    The status of this suggestion is currently unchanged from when the previous comment was posted. Please check back for updates.

16. Filter documents by products added from catalog
    3 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. OCR capabilities

    OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs

    30 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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