408 results found
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For recipient - Ability to view all documents in one place.
For recipient - Ability to view all documents in one place.
1 vote -
Ability to change the owner of a document to a user with a read-only license
Currently only document creator can be listed as the owner of it. However it's critical for us to have the team member's account as the owner for accurate reporting data. Our team doesn't build proposals, they are just cc'ed
1 vote -
Download CSV of Documents filtered by title
In the reporting feature, there should be an option to search all documents by their title and download a CSV list of those documents
1 vote -
1 vote
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1 vote
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1 vote
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Lock bundled documents so they can't be edited or deleted.
The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.
1 vote -
add tags inside the document to the selected parts to be able to track these selected items tagged within the document
to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.
1 vote -
Bring back the document status list on the bottom-left of the page
Option to restore classic status indicator on documents:
Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.1 vote -
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 -
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
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