485 results found
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Delete Timeline from Dashboard
The option to delete Timeline on the Dashboard.
8 votes -
Ability to change PandaDoc icon in email (not workspace logo/profile image).
Ability to change PandaDoc icon in email (not workspace logo/profile image).
7 votes -
Export metadata of a document
Export metadata of a document (signer, date, name, variables from the document, etc)
7 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 -
Extract data from the document
Customer would like the ability to extract data from the actual content of the document
6 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
6 votes -
Contacts: Same Email for a user but with other different contact details
Ability to create contacts with the same email address but different details
6 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.
6 votes -
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 votesHi,
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:
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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
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