168 results found
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Generate links for documents in bulk, generate and send via links for bulk send
Do something like a bulk send, where instead of sending I just get links to the documents I've created with my merge fields.
10 votesValeryia Baranava responded
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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
10 votes -
Email validation
Email validation for contacts
10 votes -
Ability to drag/move Support Chat Icon
Ability to drag/move Support Chat Icon to avoid obstructing the Chat lower right options of the chat feature in a document.
10 votes -
Smart Forms: Receive a Notification once the Smart Form is filled out
It would be helpful to receive a notification as soon as the smart form is completed, rather than waiting for the document to be completed.
9 votes -
Change payer after sending document
Customer would like the option to be able to assign or change payer after the document has been sent
9 votes -
Delete Timeline from Dashboard
The option to delete Timeline on the Dashboard.
9 votes -
Ability to add a phone number used for recipient verification to the signature certificate.
Ability to add a phone number used for recipient verification to the signature certificate.
8 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.
8 votes -
Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent , viewed, expired and completed documents
Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily
8 votes -
Different types of signatures for the same person
Ability to use two different signatures for the same person (for example draw and type)
8 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.8 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.
8 votes -
filter contacts
Filter contacts in PandaDoc based on contact info when adding as a recipient
8 votes -
7 votes
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White-labeling: Use workspace name as a sender
Use workspace name as a sender when using white-labeling
7 votes -
Extract data from the document
Customer would like the ability to extract data from the actual content of the document
7 votes -
7 votes
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Background images supported with smart content
Add functionality that supports background images appearing when CL items are inserted to documents via smart content.
7 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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7 votes
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