735 results found
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Turn off 2.0 icon
Turn off "2.0" icon next to documents/templates
1 vote -
The search bar is not user friendly
When needing to search for a specific document the search result options cover them, if you hit ESC or the "x" to dismiss the search results it clears the entire search. The drop down with the search results needs to dissappear after you click on "view all results" otherwise it makes seaching very frusterating and not helpful at all in finding documents.
5 votes -
1 vote
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Search in Documents for "sent by" user
Search in Documents tab by a specific user, i.e. like the one who created the documents. Example: I'm a manager reviewing the list of documents in the workspace. I want to retrieve a list of documents associated with a specific member of my team. I type their name or email address in the search bar and I should see a list of the documents they've sent. Currently, I only see those they've participated in, nothing they've sent. It would be great to have the option to see "Sent" or "Participated" depending on the need.
4 votes -
[Bulk action] Ability to customize/disable expiration date for several documents at the same time
Ability to add a specific expiration date for several documents at the same time
33 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 -
Preview a Template / Form / Document
Preview a template when you are in the "Templates" tab
14 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.
20 votesHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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31 votes
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Email tracking each time a document is being opened
every email open means someone is thinking about their quote
so it would be an awesome feature1 vote -
Skip/remove or override a signer the signing order
Ability to override or skip someone in the signing order (in case they are no longer a part of the process or necessary to complete the document)
20 votes -
Signature Fraud Warning
Signature Fraud warning - if multiple signing on the document and all signature come from the same IP address prompt the admin that a signature might be invalid and not signed by the right people.
1 vote -
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 -
hubspot to pull tokens from multiple objects
Ability to pull tokens from both Deal and Contant records simultaneously
6 votes -
Document Portal
Client would like a document portal where their customers can log on and see all documents they need to sign/action, as well as upload their own documents.
4 votes -
Map pricing table quantity
Allow to map quantity of items to certain variables
4 votes -
67 votes
Hi there. Thank you so much for submitting your idea - we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next couple months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you
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Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)
Include a "Failed Delivery" status if document is sent, but then fails.
18 votes -
limit ability to clone completed documents
Would like the ability to lockdown end users from being able to clone completed documents. (Improve best practices)
1 vote -
1 vote
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