206 results found

1. 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

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2. 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

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3. filter contacts

   Filter contacts in PandaDoc based on contact info when adding as a recipient

   8 votes

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4. Support Grammarly for PandaDoc in Chrome
   7 votes

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5. White-labeling: Use workspace name as a sender

   Use workspace name as a sender when using white-labeling

   7 votes

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6. Extract data from the document

   Customer would like the ability to extract data from the actual content of the document

   7 votes

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7. Bulk send: Allow to use the same email address for different recipients if other data differs
   7 votes

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8. Background images supported with smart content

   Add functionality that supports background images appearing when CL items are inserted to documents via smart content.

   7 votes

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   1 comment  ·  Other  ·  Delete…  ·  Admin →
   Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi. 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!

9. Ability to turn off the location that appears in Audit Trail
   7 votes

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10. 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

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    View upcoming renewals

11. Ability to change the color of bullet points Editor 2.0.
    7 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature is available within the system. Please see the file attached for more information.

    Have a wonderful day!

12. Export Report of a Single Document

    Be able to export a particular documents usage: who has viewed, downloaded, completed.

    7 votes

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    1 comment  ·  Other  ·  Delete…  ·  Admin →
    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, check the link below:

    Review Audit trail for sent documents

13. Option to Disable Payment Reminders for Individual Documents

    Option to Disable Payment Reminders for Individual Documents.

    6 votes

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14. Email verification through passcode

    The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.

    6 votes

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15. ability to adjust page numbering height that is shown in the PDF

    ability to adjust page numbering height that is shown in the PDF

    6 votes

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16. Allow the initials box to be in the footer

    Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.

    6 votes

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    0 comments  ·  Other  ·  Delete…  ·  Admin →
    Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

    How to Add Initials Field to Every Page 

17. replace the PDF source file with API call.

    replace the PDF source file with API call.

    6 votes

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18. Present Mode - resize

    more options to resize Present Mode

    6 votes

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    Lindsey Schocke responded

19. Set an email subject in saved messages
    6 votes

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    2 comments  ·  Other  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We're glad to let you know that the feature is available within the system. You can make a subject line (title) for your saved message. Saved messages include email text and a title. The title becomes the subject line of the email. Please see this link for more information:

    https://support.pandadoc.com/hc/en-us/articles/360042973473-Saved-messages

20. Reporting: Include Unique Recipient Links

    Get a CSV file with a list of unique document links for all documents

    5 votes

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