499 results found
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Maintain recipient information for multiple documents
When using only the API to facilitate signers as recipients that do not have official pandadoc accounts, it becomes cumbersome when multiple documents require them to sign. Instead of storing previous signatures that they could use for another, they have to sign for each document. If it was possible to have recipients reuse signatures based on their email, this would significantly improve the ease of use for electronically signing.
8 votes -
Create Powerpoints and Documents
In addition to creating documents, customers would also like to create slideshow/ppt presentations
8 votes -
customize the outgoing message based on template
customize the outgoing message based on template
8 votes -
Delete Timeline from Dashboard
The option to delete Timeline on the Dashboard.
8 votes -
Ability to change PandaDoc icon in email (not workspace logo/profile image).
Ability to change PandaDoc icon in email (not workspace logo/profile image).
7 votes -
Export metadata of a document
Export metadata of a document (signer, date, name, variables from the document, etc)
7 votes -
smart content in header
be able to add smart content into the document header
7 votes -
Generate links for documents in bulk, generate and send via links for bulk send
Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.
7 votes -
ability to use invites to other workspaces when SSO is enabled
currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace
7 votes -
[Bulk Send] delivery report
After the bulk send is sent out, generate a list of the emails and their status, such as failed, received, etc
7 votes -
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 -
7 votes
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7 votes
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Deactivating Contacts
Deactivating Contacts Option
- Having an active contact folder or option
- Having an inactive contact area7 votes -
Video Analytics
Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.
7 votes -
See upcoming subscription renewals
Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)
7 votes -
filter contacts
Filter contacts in PandaDoc based on contact info when adding as a recipient
7 votes -
Hide Grand Total Settings
Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.
7 votes -
Export Report of a Single Document
Be able to export a particular documents usage: who has viewed, downloaded, completed.
7 votes -
Extract data from the document
Customer would like the ability to extract data from the actual content of the document
6 votes
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