408 results found

1. Download document as PowerPoint (.ppt) format
   19 votes

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   Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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2. More Robust Analytics Reporting

   The ability to have more robust reporting similar to how granular reporting in CRMs can be by using segmenting. For example, pulling close rate and time to close only for sent documents that have eSignature field(s).

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   Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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3. Detailed User report that shows each user's performance, how much they bring in, what their close rate is, and etc.

   Abby from Gault Energy wants to be able to pull a user report that shows each user's performance, how much they bring in, what their close rate is, and etc. We can pull this report by workspace but not by all of the users in the clean reporting format that they want.

   18 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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4. Export all documents list with statuses and other information

   Give option to export list of all Documents status.

   17 votes

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   Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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5. Download Chat / Private Message transcript

   Option to download private message /chat on a document.

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   Idea  ·  5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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6. 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 QBR

   16 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

7. Duplicate a folder including content (documents/templates/content library)

   Duplicate a folder with all the documents in it

   16 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Add a search bar for the Inbox

   It would be great to have a search function to make finding documents in the 'inbox' easier

   16 votes

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   Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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9. 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.

   15 votes

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   3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. 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

    15 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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11. More filters for documents

    Sort the document by status and direct period of time.

    15 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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12. Bulk Send: Download all completed documents in one

    Bulk Send: Download all completed documents without going to each folder.

    15 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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13. Preview a Template / Form / Document

    Preview a template when you are in the "Templates" tab

    15 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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14. Export specific data from Reporting, based on filters

    Reporting: export data from a specific section, based on set up filters, in csv from the reporting section
    Ability to get not the overall report, but only the info you see inside the app after applying filters

    14 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Internal notes or comments on a document/template

    We would like to have an internal note on a document

    14 votes

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    5 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Filter documents by owner
    14 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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17. Inbox, filter by status for documents

    Filter documents in Inbox by status

    13 votes

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    3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Filter criteria for the dashboards view per date range

    Can you enable a filter for the dashboards / views so a user can select a date range or some other criteria?

    13 votes

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    Idea  ·  2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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19. Signature certificate for the documents completed manually

    Option to generate a signature certificate for the documents completed manually

    13 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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20. Sort the documents by completed date and time.

    Option to sort the documents by completed date and time.

    13 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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