5401 results found
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8 votes
Valeryia Baranava responded
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1 vote
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Detailed reporting: Date Filter, Content Library, Upcoming Renewals
In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.
30 votesHi. 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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Collaborator can move a document to a folder
Ability to move a document to a folder from collaborators end.
1 vote -
White label email for reminders as well (not just initial email and expiration email)
White label email for reminders as well (not just initial email and expiration email)
5 votes -
Sequence number visible in Pipedrive integration document list
We would like to have visibility on the sequence number of the documents in the document list. At the moment you can only see the document name which is not enough information for us and requires us searching Pandadoc to find out the number.
5 votes -
collect payments with Tickets.com/ProVenue
collect payments with Tickets.com/ProVenue
1 vote -
Collect payments with payonlineticket.com
collect payments with payonlineticket.com
1 vote -
1 vote
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Set fields as "not required"/"optional" by default
availability to set some fields as "not required" by default
17 votes -
ADP
Integration with ADP
6 votes -
Fields & Contacts sync in app
I'd like to be able to insert fields into the contract that require the recipient to update their contact information. Then, I'd like that information to be automatically added or updated in the contacts. Then, I'd set up other integrations to update my client's information across all of my platforms.
3 votes -
remove invite new user button at the top of the dashboard from Manager User Accounts
remove invite new user button at the top of the dashboard from the Manager User Accounts
1 vote -
Edit font when sending via link
Ability to change the default font of a link when sending a document via link so the font of the link doesn't need to be edited in the email.
1 vote -
AroFlo
Client is currently using AroFlo integration and they want to connect it with their PandaDoc account.
1 vote -
Ability to disable the emails that are coming upon user invitation in SSO.
Ability to disable the emails that are coming upon user invitation in SSO.
4 votes -
ability to add adobe fonts
ability to add adobe fonts
22 votes -
Ability to limit account users from creating tags.
Ability to limit account users from creating tags.
2 votes -
create a report from the documents created per recipient
create a report from the documents created per recipient
15 votes -
Pull PD analytics back to HubSpot
For the hubspot + panda integration, can we create workflows in hubspot based on actions taken in a panda document. For instance, with the analytics feature (page views, clicks, etc.), do you know if that can be reported back into hubspot to trigger another email? I wasn’t sure if that data was reported into hubspot as well or if that only lives in the Panda platform.
9 votes
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