604 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 -
15 votes
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Detailed User report
Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.
15 votes -
Add a search bar for the Inbox
It would be great to have a search function to make finding documents in the 'inbox' easier
14 votes -
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
14 votes -
Set the expiration date before sending the document.
Set the expiration date before sending the document.
14 votes -
Bulk Send: Download all completed documents in one
Bulk Send: Download all completed documents without going to each folder.
14 votes -
13 votes
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More filters for documents
Sort the document by status and direct period of time.
13 votes -
Preview a Template / Form / Document
Preview a template when you are in the "Templates" tab
13 votes -
Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)
Include a "Failed Delivery" status if document is sent, but then fails.
13 votes -
Display uploaded files in PDF
Display uploaded files in the PDF ev1
13 votes -
[Content Library] download content library items
Add ability to download CLIs
13 votes -
Option to see the users who deleted a document / template
A panel where customers can see which documents were deleted, and by whom and when.
12 votes -
When transferring document ownership, it should stay in the folder it was originally in, instead of another folder being created.
Currently, transferring ownership of documents held within folders produces a new folder.
If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".
12 votes -
Filter criteria for the dashboards view per date range
Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?
12 votes -
12 votes
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[Search] more Template filters
Would like to have more filters for the templates. Like top 3 used templates.
12 votes -
"awaiting your signature" in dashboard
Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.
Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.
12 votes -
Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
12 votes
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