727 results found
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be able to split the document into parts after completion
be able to split the document into parts after completion
3 votes -
3 votes
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Add multiple recipients to one doc at the same time
From some CSV, for example.
3 votes -
3 votes
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Mass duplicate
Mass duplicate documents. Checkboxes dont work for this user
3 votes -
3 votes
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Report documents created in PandaDoc and linked back to CRM
Report showing documents created in PandaDoc and linked back to CRM
2 votes -
report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)2 votes -
2 votes
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Email signature included at the bottom of emails for sent document notification
The ability to enable/place an email signature at the bottom of emails for sent document notifications.
2 votes -
Show which completed documents you have opened vs which completed documents you have not opened
Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.
2 votes -
Reporting - report that shows who in PandaDoc Contacts had already received quotes
report that shows who in PandaDoc Contacts had already received quotes
2 votes -
Ability to view the IP address for Viewers
Ability to view the IP address for Viewers
2 votes -
Metrics: user adoption: usage performance including license type, team, and workspace
Metrics: user adoption: usage performance including license type, team, and workspace
Identify behaviors by user, team, and workspace to address with team leads/managers.2 votes -
Keep/ do not delete signature certificate when completed document is edited
Keep/ do not delete the signature certificate when a completed document is edited
2 votes -
Notification based off dropdown selection
Notification based on dropdown selection. If selected yes, the sender gets a notification
2 votes -
Generate link after document is approved
The ability to generate a document link after being approved rather than automatically being sent via email.
2 votes -
recipient signature after watching video
The ability to configure signatures only after the recipients have viewed an entire video that is placed on a document.
2 votes -
manually change the document status from completed to approved
manually change the document status from completed to approved
2 votes -
Automatically add the name, signature, and the date of signing when the document is sent.
Automatically add the name, signature, and the date of signing when the document is sent.
2 votes
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