710 results found
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Status-tag search for Documents: The option to search from Documents tab by status and tag simultaneously.
The option to search from Documents tab by status and tag simultaneously.
19 votes -
Set expiration date when uploading the document
Set expiration date when uploading the document
18 votes -
Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.
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.
18 votes -
18 votes
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Download Chat / Private Message transcript
Option to download private message /chat on a document.
17 votes -
Skip signer
Ability to override or skip someone in the signing order (incase they are no longer apart of the process or necessary to complete the document)
17 votes -
Duplicate a folder including content (documents/templates/content library)
Duplicate a folder with all the documents in it
16 votes -
Export all documents list with statuses and other information
Give option to export list of all Documents status.
16 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
16 votes -
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 -
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
15 votes -
Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
15 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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More filters for documents
Sort the document by status and direct period of time.
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 -
Bulk Send: Download all completed documents in one
Bulk Send: Download all completed documents without going to each folder.
14 votes -
Preview a Template / Form / Document
Preview a template when you are in the "Templates" tab
14 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.
14 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.
13 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?
13 votes -
13 votes
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