604 results found
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Internal notes or comments on a document/template
We would like to have an internal note on a document
11 votes -
Offline Storage of completed document
a storage for completed documents without making it as a draft
11 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
11 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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Lock Signing Order
Some team members are changing the signing order on documents that it should not be changed. Looking for a way to lock the signing order like you would lock a block of content.
11 votes -
Native CPQ within PandaDoc
have native CPQ functionality within PandaDoc
11 votes -
export document data
export document data on waiting for signatures into excel
10 votes -
add tags to multiple documents
adding tags to multiple documents
10 votes -
Ability to add or attach a document / attachment to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
10 votes -
Create a document from multiple objects in Hubspot
Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.9 votes -
9 votes
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option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
9 votes -
Attachment on Sent documents
Ability to allow users to attach files even when the document has been sent.
9 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.
9 votes -
Download images
Ability to download images used in PandaDoc documents
9 votes -
9 votes
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Viewed status
Differentiate Expired Documents that have been viewed or not viewed.
Do not change the document status to Viewed if a cc has opened it, only if the signer has opened
9 votes -
Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)
Would like to have a report to pull CRM created docs vs. PD created docs by user
Request rooted from QBR8 votes -
ability to access uploaded file by the signer in a completed document
ability to access uploaded file by the signer in a completed document
8 votes -
Allow Users to Edit their Global Time Settings
The date and time is UTC by default. Currently, if you reference the Global Date Variable in a template, it can default to a different day (in some cases) based on our timezone.
8 votes -
8 votes
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