511 results found
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Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy
After the document is completed, attach to Salesforce opportunity not only the signed pdf copy, but also the files from PandaDoc attachments
10 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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Sort the documents by completed date and time.
Option to sort the documents by completed date and time.
10 votes -
When transferring document ownership, it should stay in the folder it was originally in, instead of another folder being created.
Currently, transferring ownership of documents held within folders produces a new folder.
If two documents are transferred that are both within separate folders, then both produce their own folders. I'm submitting this request to call for better behavior with this-- either no folders being generated, or only one per user. i.e. if I transfer two documents within two folders that are owned by the same user, only one folder is generated with the title "Transferred from ____".
9 votes -
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
9 votes -
Failed Delivery status in PandaDoc
Include a "Failed Delivery" status if document is sent, but then fails.
9 votes -
9 votes
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Internal notes or comments on a document/template
We would like to have an internal note on a document
8 votes -
option to bulk cc a recipient for all documents
Ability to pre-assign a recipient for role for all the documents/templates in the workspace.
8 votes -
automate the populations of data for a given contact into multiple forms (or templates) for that contact
automate the populations of data for a given contact into multiple forms (or templates) for that contact
8 votes -
Search cross workspaces for documents
Allow Search cross workspaces for documents
8 votes -
Word redlining transferred to PandaDoc after the upload
Transfer the word document's redlining to PandaDoc after the document is created via the upload of the word file
8 votes -
Aggregate Document Analytics in Reporting Dashboard
In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.
8 votes -
"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.
8 votes -
Download images
Ability to download images used in PandaDoc documents
8 votes -
7 votes
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Report / Metrics: Created PD vs. Created CRM docs by user (Download a report for documents created from CRM integrations)
Would like to have a report to pull CRM created docs vs. PD created docs by user
Request rooted from QBR7 votes -
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.
7 votes -
7 votes
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Ability to add or attach a document to a completed document
Would like to have the ability to add W-9 and Banking instructions to a completed document.
7 votes -
Attachment on Sent documents
Ability to allow users to attach files even when the document has been sent.
7 votes
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