855 results found
-
Dashboard option to track when a customer has signed a contract (multiplesigners involved)
My request was for a dashboard to track when a customer has signed a contract and then it's the approvers turn to sign
5 votes -
Document into Folders
Submitted forms thru Template embedding to go to a specific folder.
5 votes -
Ability to regenerate document links
Re-generate links in case you've provided recipients with the wrong one without having to edit the document
5 votes -
5 votes
-
5 votes
-
Allow a PandaDoc user to see when an expired document is opened
For an expired document, add functionality allowing PD user to see when an expired document is opened (can re-engage with a customer after doc expires)
5 votes -
Track document changes (redlining) with AI assitant
The customer needs to track the changes made to the document content using redlining / suggest edits feature
4 votes -
Ability to search for documents based on their renewal date
Have the ability to search for documents or filter based on their renewal dates.
4 votes -
Export Quote Builder/Pricing table as CSV
We'd like to export CPQs, tables as a CSV file
4 votes -
Option to route all email notifications to any selected email
The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address
4 votes -
Simplify Document Creation and Sending Process
Reduce the number of steps required to create and send a document to streamline the workflow.
4 votes -
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status
4 votes -
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
Option to remove the download banner " Final PDF version will be available once all the recipient signed the documents"
This is confusing to some customer.
4 votes -
[Upload} Increase File Limit from 10 to more than 10
Client wants to be able to add in a large number (about 40) of files when creating a document. Right now they're limited to 10.
4 votes -
Conditional signers based on radio button selection
Set up conditional signers based on radio button selection. If a recipient selects an option in the radio button (for example, region), the document should go to a specific signer.
4 votes -
Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
Metrics and Reporting: API: document performance (efficiency) with sandbox and live separated
At the moment, sandbox and live metrics are combined. Would like the sandbox not to affect the true API performance and to include time to close, sent to completed, and other metrics presented.4 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!
-
4 votes
-
Folders appear on the Home page
Folders appear on the Home page
4 votes -
Manually completed document audit
Group manually completed documents in one folder or create a tag for them by default
4 votes -
Document download: filter documents by type
Filter document downloads by regular documents, bulk send documents, and documents created from forms, so you can download all documents except those created from forms.
4 votes
- Don't see your idea?