715 results found
-
to be able to bundle the signed document and a new one
The signed document can be added as PandaDoc document to a new document which is not signed.
2 votes -
Option to present/get repoting data in Power BI
Option to present/get repoting data in Power BI
1 vote -
Attachment on email body: use attachments in saved messages
Can I add an attachment to that message while in the PandaDocs environment?
(email body before sending document via email)
2 votes -
Email notification for Sender to verify that the document is sent
email notification that the document is sent
6 votes -
Send Signature certificate along with the completed document notification
Option to automate the process of recieving signature certificate after the document is signed.
3 votes -
Upload a whole folder of documents from DropBox to PandaDoc with the same integration
In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.
1 vote -
download a template to a .docx from the template list
Ability to download a .docx of template from the main template list
3 votes -
Ability to use "this month" filter for the reporting.
Ability to use "this month" filter for the reporting.
1 vote -
Charts for Reporting
Graphical representation reporting - pie charts and other visuals
2 votes -
Additional option for Expiration frequencies: send the document weekly and then monthly
Flexibility on expiration date settings for South American clients
(i.e send the document weekly and then monthly)1 vote -
Profit Margin in Reporting
Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.
4 votes -
2 votes
-
2 votes
-
Inbox, filter by status for documents
Filter documents in Inbox by status
4 votes -
Setting specific renewal date manually
It will be good if we can set the renewal reminder dates manually, rather than setting 'n' months from Specific days. What if the contract is for 2.5 months or 100 days? There is no option to set the renewal date like that.
5 votes -
1 vote
-
Update/Replace sent document (source file) without editing a sent document.
when customer printed and manually signed the document. An option to replace the sent document by uploading the signed printed copy.
2 votes -
SMS Verification for Bundles
Be able to add SMS verification to bundled documents.
3 votes -
SMS Verification for API Created Docs
Be able to add SMS verification to docs created via API.
32 votesHi there! Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it. Right now, it isn’t on our product roadmap for the next few 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
-
Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters10 votes
- Don't see your idea?