402 results found

1. Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.

   Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

   18 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. Download Chat / Private Message transcript

   Option to download private message /chat on a document.

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   Idea  ·  6 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Export all documents list with statuses and other information

   Give option to export list of all Documents status.

   17 votes

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Add a search bar for the Inbox

   It would be great to have a search function to make finding documents in the 'inbox' easier

   16 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Preview a Template / Form / Document

   Preview a template when you are in the "Templates" tab

   16 votes

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   Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. Option to see the users who deleted a document / template

   A panel where customers can see which documents were deleted, and by whom and when.

   15 votes

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   3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. waiting for payment and paid Doc statuses outside of payment integrations

   Allow to set waiting for payment and paid Doc statuses outside of payment integrations

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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8. More filters for documents

   Sort the document by status and direct period of time.

   15 votes

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   Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. Bulk Send: Download all completed documents in one

   Bulk Send: Download all completed documents without going to each folder.

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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10. "awaiting your signature" in dashboard

    Customers using countersignature don't have a way to identify documents needing countersignature at a high level - therefore creating bottlenecks for otherwise executed documents.

    Add a tile to dashboard for "awaiting your signature" to let clients know when their countersignature is required for docs at a high level.

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    Idea  ·  5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. 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 filters

    14 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. attach bundle documents as a single file upon completion

    attach bundle documents as a single file upon completion (with the setting "When a document is completed, recipients will receive an automated email with a PDF copy of the document attached.")

    now they are attached as separate files

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

13. Internal notes or comments on a document/template

    We would like to have an internal note on a document

    14 votes

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    5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. Filter documents by owner
    14 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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15. [Bulk Action] Upload Multiple Images into Document or Template
    14 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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16. Display uploaded files in PDF

    Display uploaded files in the PDF ev1

    14 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Inbox, filter by status for documents

    Filter documents in Inbox by status

    13 votes

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    3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Filter criteria for the dashboards view per date range

    Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Signature certificate for the documents completed manually

    Option to generate a signature certificate for the documents completed manually

    13 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    13 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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