726 results found
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export the sales part of the documents in the CSV file
export the sales part of the documents in the CSV file
E.g. Pricing tables items
1 vote -
option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.
option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.
1 vote -
Documents
• Unable to search by doc name when viewing inbox
• As admin unable to take control over docs sent by users
• As admin unable to impersonate other users
• When recipients are altered it disarranges preassigned field boxes
• Templates are easily modified as they do not require to hit a ‘save’ box when a change is made
• As soon as you open a template it is in ‘edit’ mode which has caused users to accidentally modify templates1 vote -
Bulk download documents: Save folder structure
Option to download all documents by folders, so the zip file has the same folders (documents structure) as in the account.
1 vote -
Option to present/get repoting data in Power BI
Option to present/get repoting data in Power BI
1 vote -
Upload a whole folder of documents from DropBox to PandaDoc with the same integration
In addition to the DropBox integration and being able to upload a file from DropBox, it would be great if I was able to upload a whole folder of documents from DropBox with the same integration.
1 vote -
Ability to use "this month" filter for the reporting.
Ability to use "this month" filter for the reporting.
1 vote -
Additional option for Expiration frequencies: send the document weekly and then monthly
Flexibility on expiration date settings for South American clients
(i.e send the document weekly and then monthly)1 vote -
1 vote
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1 vote
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Set type of content internal users can download
Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.
1 vote -
UTM parameter
to set up the UTM parameter in PandaDoc and get it visualized through our analytics.
1 vote -
1 vote
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Add custom validity to a signed document
Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month
1 vote -
1 vote
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1 vote
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1 vote
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The ability to see which recipients have viewed a particular document, and which have not.
Right now this isn't available with the reporting feature.
1 vote -
1 vote
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1 vote
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