333 results found
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restrict downloading of the completed document
restrict downloading of the completed document
6 votesValeryia Baranava responded
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Attachment on email body: use attachments in saved messages
Can I add an attachment to that message while in the PandaDocs environment?
(email body before sending document via email)
6 votes -
Profit Margin in Reporting
Include profit margin in the newly revamped reporting feature. Wants to make use of the cost information and have a universal overview of the profit margin.
6 votes -
adjust the signed pdf name of the completed document
once the document is completed and the recipient receive a signed pdf copy,
I want the system to automatically add "signed" to the doc file name6 votes -
Transfer data to: map pricing tables
Transfer data to: map pricing tables s in the original document with pricing tables in the new document.
6 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!
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Created documents get put in folder you are in
When you create a document, if you are in a folder, it gets created in said folder.
6 votes -
"Instructions" block (auto-deleted text block)
Add a new type of block/setting for the text block - "Instructions". It is needed to add it to a document/template to provide instructions/tips/requirements/etc. to your PandaDoc team member and this block is automatically and mandatory deleted/hidden after the document is sent to the customer. Like a usual text block, but it is automatically deleted/hidden after the document is sent
6 votes -
Make SMS Verification required before sending document
Make the SMS Verification a required field for senders before sending a document. This way, the sender won't forget that they have to enable it.
5 votes -
Option to automatically minimize the right-side panel on document editor.
Have an option to automatically minimize the right-side panel when opening a document for editing.
5 votes -
Calendar format date picker for setting expiration date
The ability to indicate a specific date or choose a date from a calendar for document expiration instead of putting in a number of days.
5 votes -
Send the document automatically from HubSpot
Send the document automatically from HubSpot
5 votes -
Reporting metrics on users
The ability for reports to show user data/internal rate, for example:
- First response time - time to respond/open a quote once it has been submitted for approval
- Number of edits - number of edits required on documents before approval
- Time to approve quote from submission to approval - see how long the quote approval process is5 votes -
SMS verification for bulk send
Have the ability to add in SMS verification to bulk send
5 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!
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Option to sort the documents by several combinations
Ability to expand sorting to different combination of documents. For example, if there is sequence number and a document title name. Currently they are split up with first all the sequence number type docs and then it will list out the documents without sequence from (A-Z) or Z-A format. Please expand this to combine both if possible
5 votes -
Set (all) Field Defaults by Workspace
The ability to set default field settings from the Workspace level instead of the "individual" document level would help save time, especially with my larger documents where more fields are required.
For example, setting a default for "autofill with signing date" and requiring the "Text field" while also unchecking the "multiline text" box, are just two examples of how I'd like this feature to be used.
5 votes -
Save sequence number for bundles
If 2 documents with sequence numbering are bundled, sequence numbering should be preserved.
5 votesLindsey Schocke responded
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Option to show the signer who completed the document in the reporting feature
Will allow the user to view who signed the document in the reporting feature
5 votes -
5 votes
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Restrict document owner from resolving suggestions
Restrict document owner from resolving suggestions but leave this option only for document approver(s)
5 votes -
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
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