414 results found
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Report Revenue
Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.6 votes -
customize the outgoing message based on template
customize the outgoing message based on template
6 votes -
Save signature created in PD as PNG
Save signature created in PD as PNG.
6 votes -
Saved messages upload between workspaces
Is there a way to mass upload messages to workspaces, or does it have to be done manually one by one?
6 votes -
Send on Behalf of for Bulk send
Ability to change the sender email when sending via Bulk send.
6 votes -
smart content: more than one rule
smart content: more than one rule
5 votes -
Restore Deleted Contacts / Contacts list version history.
The functionality to restore contacts that have been deleted and undo a contact import.
5 votes -
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents.
Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.
5 votes -
Ability to sort user, email, and license type in Settings > Team
Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.
5 votes -
5 votes
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Set messages for Chat as Public by default
Public comments are available by default (for now, private comments come by default).
5 votes -
Add logic after a document is completed
Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)
5 votes -
Add eyedropper to color picker for selecting font and background colors from logos and images
Add eyedropper to color picker in the Template and Document Editor for selecting font and background colors from logos and images
5 votes -
5 votes
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5 votes
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label documents as wet signature completed
label documents as wet signature completed
5 votes -
Deactivating Contacts
Deactivating Contacts Option
- Having an active contact folder or option
- Having an inactive contact area5 votes -
5 votes
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Automatic backup
Automatic backup of documents and statistics.
5 votes -
filter contacts
Filter contacts in PandaDoc based on contact info when adding as a recipient
5 votes
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