841 results found
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private dashboard of docs that contained financial info
A private dashboard of docs that contained financial info so other users cannot see unless invited
6 votes -
Lock ability to download to pdf to preserve document analytics / Disable Template PDF download option for the team
Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.
6 votes -
Create a copy or shortcut of completed documents in another workspace
Allow the user to create a shortcut or link where all completed documents can be accessed across workspaces by team members.
6 votes -
6 votes
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6 votes
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when bulk downloading documents save them as PDF, not in ZIP file
when bulk downloading documents save them as PDF, not in ZIP file
6 votes -
Multiply cost of product by additional multiplier column
The margin calculates fine for one off revenue. Each item has a cost, sell price and therefore a margin which is reported correctly.
The margin does not calculate properly in the monthly revenue table when you use the multiplier column (which we use for the number of months subscription).
It calculates the revenue correctly (price x number of licenses x number of months) but it only takes one month of cost into the calculation. Ie the multiplier column impacts revenue but not cost and therefore the margin calculation is massively inflated.
EXAMPLE:
This customer is buying licenses that are £5…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 -
CC'd team member with "Member" role is able to edit the document
PandaDoc user with member-role is be able to edit someone's document if this user is listed as CC on the document.
6 votes -
6 votes
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6 votes
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Delete a document from inside of it
Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document
6 votes -
ability to search for those who have not signer /opened a document yet
ability to search for those who have not signer /opened a document yet
6 votes -
6 votes
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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 -
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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[Reporting] Ability to download a csv file for sent documents
download a CSV file to see the documents that are in Sent status but haven’t been signed and the email to which has been sent
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 -
5 votes
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