639 results found
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Include document status as a standard filter for document repository reporting
Have document status as a standard filter when reporting on "Data" fields in document repository. We did not setup a field for document status, assuming this would be a filter, we added all the fields and data to each document, when pulling reporting, draft and cancelled documents are pulling in without a way to exclude these.
3 votes -
Reporting: add reason for decline
Provide reason for declining on Report
3 votes -
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
CLM Reporting for Admin/owner to view full company/all workspaces rather than individual workspace CLM report.
This customer has numerous workspaces and use cases that c-suite would like to leverage CLM to view all documents across all workspaces.
3 votes -
Ability to edit the installment date after the 1st payment has been made
Once the 1st payment has been made for installment, it should give the option to edit the installation date for the next payment.
3 votes -
Document usage / tracking for how long users are editing documents
Similar to the tracking available for views/clicks once a document has been sent, the leadership at my company would like to be able to track how long our users are spending creating / editing a document, in order to track improvements in efficiency. The report about time from created to sent includes all time spent waiting for information or outside of work, we would like to see only the time spent in a document!
3 votes -
Reporting: show the signature date of each recipient
Reporting: show the signature date of each recipient
3 votes -
List of Documents with Transferred Ownership: View the New Owner
View which documents had ownership transferred - view who the new owner is
3 votes -
Report documents created in PandaDoc and linked back to an opportunity in Salesforce
Would like a report of how many documents are created in PD and linked back to SFDC. Additionally, would like to be able to drill into the data.
ex. if the number is "2", would like to click on the 2 created and see who created the document, where they linked back to sfdc, and which documents/opportunities they are. (drilldown data)3 votes -
Ability to add Document Tags within the document
At the moment, we can only add tags while on the document list. It would be great if it worked while viewing the document too.
3 votes -
Document addendum
Document addendum:
When sometime after issuing the contract, the client decides to make changes to the existing contract, have an option to create an Addendum directly linked to it.3 votes -
Ability to filter documents by the signing order progress.
Ability to filter documents by the signing order progress.
3 votes -
Notify sender about documents that are left unsigned
Set notification for senders when a document has not been signed after X number of days.
3 votes -
Option to view the all documents expiration date in the separate column on the Documents tab
Option to view all documents' expiration date in a separate column on the Documents tab (different from the Expiring soon tab)
3 votes -
3 votes
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Include "expiration date"/"renewal date" into the report.
Include "expiration date"/"renewal date" into the report.
3 votes -
Conditions: Send/Show Document Based on Fields
The ability to send documents based on the chosen field of the signer
3 votes -
Ability to bulk download signature certificates exclusively.
Ability to bulk download signature certificates exclusively.
3 votes -
Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data
Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
As of now, it's too many steps to click and export a report.
He'd like to have an actionable item from that screen as well.
example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.3 votes -
Filter documents by Contacts
Have the ability to filter documents by contacts.
3 votes -
Manually change the document status from Paid to Declined
Manually change the document status from Paid to Declined
3 votes
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