721 results found
-
Email signature included at the bottom of emails for sent document notification
The ability to enable/place an email signature at the bottom of emails for sent document notifications.
2 votes -
Show which completed documents you have opened vs which completed documents you have not opened
Sort of like when you open an email: the unopened ones are in bold but after you open them they are not. This would occur on the home screen under the completed tab.
2 votes -
Change Status to paid
Have the ability to use the Payments to mark documents as paid if they were created before 01/24/2024
1 vote -
1 vote
-
Reporting - report that shows who in PandaDoc Contacts had already received quotes
report that shows who in PandaDoc Contacts had already received quotes
2 votes -
1 vote
-
View the resolved suggestions on a completed document
We are trying to review the comments and suggestions on a completed document in order to improve our templates and processes. We can see the history of comments, but they are separate from the document so we don't know where those comments were made. I know we can restore previous versions of a document, but we don't want to create a duplicate for every document when reviewing. Is there any way to see the history of comments/suggestions after a document is completed?
1 vote -
1 vote
-
SMS verification for bulk send
Have the ability to add in SMS verification to bulk send
1 vote -
[Document.SeqNumber] to add a new sequence number to the added document
To have an option where each of the further added documents to an already created document will have a new sequence number
1 vote -
1 vote
-
1 vote
-
Option to add metadata to documents not using API
Ability to add metadata to documents created from templates using the PandaDoc editor.
1 vote -
1 vote
-
1 vote
-
Metrics and reporting api (Status and Document Analytics)
API document by status - drilldown to identify the document for follow up
API document analytics
Report to be auto- emailed as a flag (set time to email the report - daily, weekly, monthly)
example: how many documents are opened but not complete
example: data on time it's been open and not signed/completed.
have drilldown into the document to follow up with the recipient to move the document to complete1 vote -
Ability to view the IP address for Viewers
Ability to view the IP address for Viewers
2 votes -
1 vote
-
Metrics: user adoption: usage performance including license type, team, and workspace
Metrics: user adoption: usage performance including license type, team, and workspace
Identify behaviors by user, team, and workspace to address with team leads/managers.2 votes -
Send Documents from Two Email Addresses
The option to send the documents from two or more email addresses with one user profile.
6 votes
- Don't see your idea?