7438 results found
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Export specific data from Reporting, based on filters
Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
Ability to get not the overall report, but only the info you see inside the app after applying filters14 votes -
ability to add multiple photos to the document using image block at the same time
ability to add multiple photos to the document using image block at the same time
6 votes -
Halo PSA
Integration with Halo PSA
3 votes -
Option to put Spaces to separate the characters within a text field.
Option to put Spaces to seperate the character per box
- will allow the user to seperate the charecter per box once the recipient fill it in
2 votes -
Ability to merge document in bundles.
Ability to merge document in bundles.
1 vote -
option to modify or delete commision number in Notary Stamp
option to modify or delete commission number in Notary Stamp
1 voteHi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!
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See document value for specific tag
Ability to customize Dashboard to see the total value of specific documents
6 votes -
[Quote Builder]: Column mapping in the quote builder
The option to set up column mapping in the quote builder - similarly to pricing table.
1 vote -
The option to have a template translated automatically in 2 languages
The option to have the translation assigned to the recipient, so that the templates will switch the language depending on which recipient receives the message.
For instance, if recipient A speaks German, and recipient B speaks Spanish, then Recipient A will see the document in German, and recipient B in Spanish without the need to change the recipient's view language manually.1 vote -
more options to sort document
categorize the documents in the completed category so that they are organized based on document type or degree of processing
4 votes -
Archive Contacts
Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.
5 votes -
Attach a File on the Send via Email Window to the Email Notification
Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.
4 votes -
'Search Bar' in move documents
There should be an option to 'SEARCH' for folders here in the moving document prompt. We have to scroll endlessly when i have to move a file starting with the alphabets which are latter in the sequence.
6 votes -
Disallow Recipients To Delete Attachments
Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.
Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.
Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document
1 vote -
1 vote
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Label Table of Contents as Table of Contents, not the document title
Current setting is for the title of the Table of Contents to pull from the Document title. The table of contents title should say Table of Contents or be editable.
1 vote -
1 vote
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Date field: include hour and minute
Option to setup formatting for date field that includes hours and minutes
1 vote -
Ability to collect form data and map to Google Sheets
It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.
4 votes -
Approval after resolved suggestions
Option to send a document for approval after all suggestions from the recipient were resolved
3 votes
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