271 results found
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Bulk Send: Retract / Undo a bulk send batch with errors easily
Be able to retract a bulk send easier. Right now, if you make an error the only workaround is to delete each document individually from the bulk send folder. Typically, there are many docs to delete with a bulk send (up to 1000).
8 votes -
Delete Timeline from Dashboard
The option to delete Timeline on the Dashboard.
8 votes -
Accessability of PDFs in PandaDoc
PDF's created trough PandaDoc contain accessibility https://helpx.adobe.com/acrobat/using/create-verify-pdf-accessibility.html
8 votes -
ability to use invites to other workspaces when SSO is enabled
currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace
7 votes -
Report Revenue
Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.7 votes -
7 votes
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7 votes
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Deactivating Contacts
Deactivating Contacts Option
- Having an active contact folder or option
- Having an inactive contact area7 votes -
Video Analytics
Access to better video analytics like being able to see how many minutes people spend looking at videos and how many times they've viewed it, etc.
7 votes -
See upcoming subscription renewals
Be able to see upcoming subscription renewals beyond 90 days (see the upcoming subscription renewals which have > 90 days before they come into action)
7 votes -
filter contacts
Filter contacts in PandaDoc based on contact info when adding as a recipient
7 votes -
Hide Grand Total Settings
Hide the grand total settings ($0.00 at the top of a doc). We don't using the billing function at all and it's confusing to our new users.
7 votes -
Export Report of a Single Document
Be able to export a particular documents usage: who has viewed, downloaded, completed.
7 votes -
Export metadata of a document
Export metadata of a document (signer, date, name, variables from the document, etc)
6 votes -
smart content in header
be able to add smart content into the document header
6 votes -
Option to view all workspaces from the dashboard
Option to view all workspaces from the dashboard.
An option that will allow the user to view all of his workspace from the dashboard.
6 votes -
Different types of signatures for the same person
Ability to use two different signatures for the same person (for example draw and type)
6 votes -
Recipients list
Generate a list (CSV) of the recipients who have completed the proposal.
6 votes -
Add eyedropper to color picker for selecting font and background colors from logos and images
Add eyedropper to color picker in the Template and Document Editor for selecting font and background colors from logos and images
6 votes -
6 votes
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