715 results found
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1 vote
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Auto upload signed contract into Monday CRM files
Is there anyway to automate an upload of a signed contract PDF automatically into the Monday CRM?
That would save us so much time of data backup!!
2 votes -
SMS verification for bulk send
Have the ability to add in SMS verification to bulk send
1 vote -
[Document.SeqNumber] to add a new sequence number to the added document
To have an option where each of the further added documents to an already created document will have a new sequence number
1 vote -
1 vote
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1 vote
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Manually arrange folder placement
The ability to move/arrange the folder placement within PandaDoc.
2 votes -
Option to add metadata to documents not using API
Ability to add metadata to documents created from templates using the PandaDoc editor.
1 vote -
1 vote
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1 vote
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Metrics and reporting api (Status and Document Analytics)
API document by status - drilldown to identify the document for follow up
API document analytics
Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
example: how many documents are opened but not complete
example: data on time it's been open and not signed/completed.
have drilldown into the document to follow up with the recipient to move the document to complete1 vote -
Filter documents by their value
Option to find the document and filter by its value, for example, find all contracts from this year that are $30k or over.
3 votes -
Report showing failed documents by workspace and user
For a report to be available in the dashboard showing below
1. Failed Sent Documents by Workspace and User
2. Summary of failed documents on a daily, weekly, and monthly basis
3. Show senders error messages of why the documents FailedThis will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document
2 votes -
Ability to share a document link with non recipients
Ability to share a document link with non-recipients
4 votes -
manually change document status - viewed to paid
option to manually change document status - viewed to paid
9 votes -
1 vote
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Ability to customize button placement within document level
i.e the ability to change where certain buttons are placed like the download/print button.
3 votes -
1 vote
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Export List of all Recipients who have signed a document
The feature that will allow users to generate a report that shows all contacts/recipients who have signed a PandaDoc document with the document status indicated.
1 vote -
1 vote
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