478 results found
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Upload a whole folder of documents from DropBox to PandaDoc with the same integration
In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.
1 vote -
download a template to a .docx from the template list
Ability to download a .docx of template from the main template list
1 vote -
Ability to use "this month" filter for the reporting.
Ability to use "this month" filter for the reporting.
1 vote -
Charts for Reporting
Graphical representation reporting - pie charts and other visuals
1 vote -
Additional option for Expiration frequencies: send the document weekly and then monthly
Flexibility on expiration date settings for South American clients
(i.e send the document weekly and then monthly)1 vote -
Profit Margin in Reporting
Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.
1 vote -
2 votes
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2 votes
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Inbox, filter by status for documents
Filter documents in Inbox by status
3 votes -
Setting specific renewal date manually
It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.
1 vote -
1 vote
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Update/Replace sent document without editing
when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.
1 vote -
SMS Verification for Bundles
Be able to add SMS verification to bundled documents.
3 votes -
SMS Verification for API Created Docs
Be able to add SMS verification to docs created via API.
9 votes -
Reporting: by contract end date or expiration date for upcoming renewals
Reporting: Need ability to have a report by contract expiration date or end date for renewals.
- ex. NDA - tracking "Contract End Date" on all document expiration for upcoming renewals.
- ability to filter by time range1 vote -
Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters3 votes -
1 vote
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1 vote
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Set type of content internal users can download
Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.
1 vote -
Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document
Option to track who the link was shared to when a recipient forwards a document link
3 votes
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