6433 results found
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Reporting - drill down to the data within the numbers. If a number is displayed, have the opportunity to click the number and view the data
Would like to see the drilldown of information when looking at reporting. Ability to click the number to see the related recipients.
example: template efficiency, when filtered to "viewed" he'd like to be able to click into the number to view the pending names.
As of now, it's too many steps to click and export a report.
He'd like to have an actionable item from that screen as well.
example: template efficiency, select "x" template, filter and send a reminder to all the pending documents at once.2 votes -
Create folders via API
Option to create folders via API
2 votes -
Ability to pass recipient job title via salesforce to a template role
Ability to pass recipient job title via salesforce to a template role
2 votes -
Filter documents by Contacts
Have the ability to filter documents by contacts.
2 votes -
Pricing table columns to reflect pricing with/without discount
Pricing table columns to reflect pricing with/without discount
2 votes -
Background images supported with smart content
Add functionality that supports background images appearing when CL items are inserted to documents via smart content.
2 votes -
2 votes
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Settings to enable the removal of blank pages on sent documents.
Settings to enable the removal of blank pages on sent documents.
2 votes -
Automations: Paid status
Automations: Paid status aside from Completed and Sent statuses.
2 votes -
option to edit text blocks by recipients
option to edit text blocks by recipients without redlining
2 votes -
Change invoice billing currency
Change invoice billing currency ( Recurly )
2 votes -
Integrations with Asana - Asana form to automate drafting a Template
My organization's workflow involves an Asana form where I copy and paste the info into our Pandadoc templates and send the documents out for signature. It would save me a lot of time if this process could be automated! I am also asking for Asana integrations.
2 votes -
customize the email notification message sent to the recipients that the document is waiting for payment.
customize the email notification message sent to the recipients that the document is waiting for payment. Currently, the default message is " " document has been signed and is now awaiting payment"
2 votes -
Set field placeholder language based on the recipient's language
Option to set field placeholder language based on the recipient's language. For now, in case PandaDoc interface is in Spanish, the fields are added to the document with placeholder in Spanish and the recipients (no matter which language they use) will see Spanish.
2 votes -
Excel integration: changes in real time
Option to connect Excel table with Pandadoc and have it changed as soon as something is changed in Excel
2 votes -
Insert a PDF file inside a content page
Option to insert a PDF file inside a content page as it works with images. In other words, option to have a block for adding PDF files.
2 votes -
2 votes
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2 votes
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Ability to mass delete product images in the catalog without deleting product
Ability to mass delete product images in the catalog without deleting the products
2 votes -
removal of approval workflow in audit trail
removal of approval workflow in the audit trail after document completion
2 votes
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