725 results found
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Native CPQ within PandaDoc
have native CPQ functionality within PandaDoc
11 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 -
2 votes
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3 votes
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Display uploaded files in PDF
Display uploaded files in the PDF ev1
13 votes -
OCR capabilities
OCR search for uploaded PDFs. ie. Our global search feature but for uploaded PDF docs
24 votes -
9 votes
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2 votes
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Searching a contact within the Contacts tab by postal code/phone number/street address
Searching a contact within the Contacts tab by postal code/phone number/street address
4 votes -
2 votes
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Change completed doc name from the editor view
Right now, you can only change the name of completed documents from the document list view. Add the ability to change completed doc names from the editor view.
2 votes -
Tracking documents sent on behalf of
I noticed when testing for a prospect that if you send a document on behalf of another user (user x), that document does not show up under the sent documents for user x. The document only shows up as sent on the true sender's dashboard.
I imagine that this makes tracking and managing deals more difficult for a Sales Leader as it is impossible to see who the document was "sent by" (ie: If a manager or proposal creator sends a document on a rep's behalf, the rep only has an email notification and has to go back to their…
2 votes -
be able to split the document into parts after completion
be able to split the document into parts after completion
3 votes -
2 votes
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2 votes
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Adjust the subfolder view for long folder names
Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name
1 vote -
ability to search for those who have not signer /opened a document yet
ability to search for those who have not signer /opened a document yet
6 votes -
Count all the templates/documents in folder (including subfolders)
Be able to see the number of all documents/templates in the folder (including subfolders)
2 votes -
3 votes
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5 votes
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