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2 votes
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[Mobile app: documents] add filter/sort documents by status, etc.
We have no option to filter the list of documents by status, by upcoming renewals or documents which expired soon. Suggestion to add this functionality
2 votes -
1 vote
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"Get Started" button in the bottom right corner
How about moving the "Get Started" in the bottom right corner? It's not located in a very good spot - it's in the way of chat.
1 vote -
1 vote
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Localization: another language for internal notifications
The option to make internal notifications (like X has viewed, Y has completed) appear in another language.
1 vote -
Deal owner not included as CC
The option to not include Deal owner as CC recipient if creating document from Pipedrive.
1 vote -
3 votes
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Attach PDFs to Accounts in Salesforce When Creating From Opp
When creating PandaDocs from Opportunity object in Salesforce, the customer would like to auto attach the completed PDF version of the PandaDoc to the Accounts object.
3 votes -
3 votes
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2 votes
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2 votes
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Filter Documents by Contact's email
wants the ability to search document by using recipient's/contact's email address. In Contact's section, you can only view
3 votes -
2 votes
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1 vote
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1 vote
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Integration with Freshsales Form.
Integration with Freshsales Form.
1 vote -
Allow a PandaDoc user to see when an expired document is opened
For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)
3 votes -
Automatic role transfer
The possibility to transfer the role with the content (if we add pages from template to CL for example).
3 votes -
Mass duplicate
Mass duplicate documents. Checkboxes dont work for this user
3 votes
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