752 results found
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19 votes
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Set expiration date when uploading the document
Set expiration date when uploading the document
18 votes -
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 -
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).
18 votes -
Export documents as CSV file
The ability to export documents as CSV file not a zip file and the PDF version.
17 votes -
Export all documents list with statuses and other information
Give option to export list of all Documents status.
17 votes -
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
17 votesThe feature is available within the system: https://support.pandadoc.com/hc/en-us/articles/6898766711831-Automations
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Download Chat / Private Message transcript
Option to download private message /chat on a document.
17 votes -
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 QBR16 votes -
Duplicate a folder including content (documents/templates/content library)
Duplicate a folder with all the documents in it
16 votes -
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 -
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 -
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 -
More filters for documents
Sort the document by status and direct period of time.
15 votes -
Bulk Send: Download all completed documents in one
Bulk Send: Download all completed documents without going to each folder.
15 votes -
Preview a Template / Form / Document
Preview a template when you are in the "Templates" tab
15 votes -
Option for Email Aliases
Option to select sender email (alias) so you can send a document from two or more email addresses with one user profile.
14 votes -
Internal notes or comments on a document/template
We would like to have an internal note on a document
14 votes -
14 votes
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Request for Consistent Formatting of Word Docx and Google Docx Uploads
Customer would like the word docx and Google docx to follow the format when being uploaded to the platform
13 votes
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