715 results found
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2 votes
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2 votes
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2 votes
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2 votes
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Show the exact time document status was updated in Analytics (not 15 hours ago, but an accurate time)
See exact date and time of document completion in the web view
2 votes -
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 -
"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
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 -
2 votes
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2 votes
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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 -
2 votes
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Automatic PDF attachment to email within the Bulk Send feature
Ability to automatically attach a PDF of completed document to email when using the Bulk Send feature.
2 votes -
From Completed to Viewed
Change document status from Completed to Viewed manually
2 votes -
Apply text settings to the whole column
Apply text settings to the whole column, not only to the one cell like it's now ( August 5 2020)
2 votes -
2 votes
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mass check documents that are being sent out of bulk to know if any of them differ from the original template
mass check documents that are being sent out of bulk to know if any of them differ from the original template
2 votes -
2 votes
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Total Documents Icon
Martin is wondering if it is possible to have an addition icon on the dashboard for the total number of documents created. Right now the the dashboard shows Drafts, Sent, Viewed & completed but there isn't an icon for documents that were created in total. So in order for him to accurately know they must add various categories together
2 votes -
Confirmation before sending to added recipient
At the moment when you add a recipient to the document which is not in a draft status, it is automatically sent to the added recipient without any confirmation. It would be great to implement this confirmation.
2 votes
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