725 results found
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Make an Attachment that will have the recipients open and acknowledge.
Make an Attachment that will have the recipients open and acknowledge.
3 votes -
Document analytics for content blocks - marketing
Marketing - Would like data analytics on content blocks. Can currently track analytics on pages through other resources. Would like more granular data on specific content blocks and how long the recipient is lingering on particular sections within a one pager. GOAL: understanding content within a one-pager that. is capturing the audience to expand on that specific content.
3 votes -
Add "To Sign" to Dashboard
Would it be possible to add a "To Sign" tile to the Dashboard? It is an important piece of the document workflow that is not shown on the Dashboard. I used to go to the Inbox and the documents needing to be signed were at the top. Now they no longer are and you can't sort or filter the inbox, so I now go to Documents and sort. It would be more efficient though, if the app included a "To Sign" tile on the dashboard. Thanks in advance for considering this request.
3 votes -
3 votes
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Document tasks
Create and track tasks for specific documents in-app
3 votes -
Page content preview in presentation mode
An optional preview of the page content down the side of a presentation.
3 votes -
3 votes
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Create a Video Links Library
It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.
3 votes -
filter Activity Data by Template Type
filter Activity Data by Template Type
3 votes -
ability to add a rule to change from viewed to completed
ability to add a rule to change from viewed to completed
3 votes -
Show sending date instead of creation date in Inbox
The ability to change the date under your name in your Inbox in PandaDoc - sending date should be visible instead of the date when a document was created.
3 votes -
[Bulk action] change document owner
Bulk change document owner ability
3 votes -
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 -
Disable sending PDF attachment of the completed document to the document owner.
Disable sending PDF attachment of the completed document to the document owner.
3 votes -
Text search option - Sort by folders
An option to search a specific word and sort out the results by folders.
3 votes -
3 votes
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3 votes
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3 votes
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be able to split the document into parts after completion
be able to split the document into parts after completion
3 votes -
3 votes
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