277 results found
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Update recipients (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts
10 votes -
No. of Rejected Document will show up in Dash and in Reporting
No. of Rejected Document will show up in Dash and in Reporting
1 vote -
Different types of signatures for the same person
Ability to use two different signatures for the same person (for example draw and type)
6 votes -
Sort Contacts by Last name In PD contacts
Client would like to be able to sort PandaDoc contacts by last name in alphabetical order
3 votes -
Recipients list
Generate a list (CSV) of the recipients who have completed the proposal.
6 votes -
Automatic PDF attachments to emails notifying about a completed eForm
With eForms, is there a way to automatically email a PDF of the form to me when it’s completed?
10 votes -
Change the sender
Change the document sender to any email without using Send on behalf.
18 votes -
Transitioning from QuoteRoller
It's not only an update:
double the cost of our current solution quoteroller.com
find time to implement it / project manage the implementation...
lose all client history2 votes -
1 vote
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New wizard: full list of contact parameters
New wizard: the full list of the contact parameters when creating a document.
1 vote -
2 votes
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5 votes
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Option to create a sub-account under an existing account
create sub account for another user under the current active account and that user should not be able to view older documents signed
1 vote -
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.7 votes -
Export (backup) all data from PandaDoc
Export all data from PandaDoc
9 votes -
Ability to sign a digital check in PD
Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.
This would mean the ability to actually sign a check in PandaDoc for processing.
1 vote -
Data entry tool
Looking for a data entry tool. Complex chart cataloging
1 vote -
2 votes
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Ability to embed a website iframe module in documents/templates (also for booking a meeting) / Embed a map from MyMaps/Google maps
Embed time slots for booking a meeting to the document. Integration with Chili Piper or other application that will allow to embed the time slots for booking a meeting to the document.
31 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
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