7365 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.

   7 votes

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   Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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2. Import from CRM: Contact Object, Hubspot

   Import from CRM for Hubspot for the contact object.

   7 votes

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   Idea  ·  0 comments  ·  Integrations - HubSpot  ·  Delete…  ·  Admin →
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3. Bulk Send Expiration / Reminder Settings on Template

   Have expiration/reminder settings on a template which is used in Bulk Send to remain.

   7 votes

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   Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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4. RESCO CRM

   RESCO CRM

   7 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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5. Conditional Charging Logic

   The ability to do a surcharge for credit cards but not ACH

   7 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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6. Notifications sent to specific emails when a doc is completed

   Having an option to automatically notify specific e-mail once the document is completed (the email may not be on the list of recipients)

   7 votes

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   Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Delete…  ·  Admin →
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7. Salesforce, link PandaDoc to multiple Salesforce Objects
   7 votes

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   Idea  ·  0 comments  ·  Integrations  ·  Delete…  ·  Admin →
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8. [Reporting] Salesforce Activity

   Salesforce reporting feature with PandaDoc integration.

   7 votes

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   Idea  ·  2 comments  ·  Integrations  ·  Delete…  ·  Admin →
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9. eIDAS higher levels compliance
   7 votes

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   Idea  ·  0 comments  ·  Security & Compliance  ·  Delete…  ·  Admin →
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10. Hiding the banner of the document when embedding through an iFrame

    Hiding the banner of the document when embedding it through an iFrame

    7 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Delete…  ·  Admin →
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11. MS Dynamics / Monday.com: Map products to specific tables or sections

    The ability to pull products from MS Dynamics into specific table or sections when creating a document.

    7 votes

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Delete…  ·  Admin →
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12. Ability to save PandaDoc documents as p7m files
    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →
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13. More than two letters as Initials

    The recipient should be able to add more than two letters as his Initials, e.g. John Mitte Brown will be J.M.B.

    7 votes

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    Idea  ·  1 comment  ·  Recipient Experience  ·  Delete…  ·  Admin →
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14. Keyboard shortcuts & Be able to us the "Delete" Key on your keyboard to delete items during document design
    7 votes

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    Idea  ·  3 comments  ·  Content Editing & Design  ·  Delete…  ·  Admin →
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15. Add image option in Saved messges
    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →
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16. [French localization] Translate subject in the emails

    Change the language of the subject in the email

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    7 votes

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    Idea  ·  0 comments  ·  Localization  ·  Delete…  ·  Admin →
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17. Forwarding to recipients that are already CC'd
    7 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Delete…  ·  Admin →
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18. Deactivating Contacts

    Deactivating Contacts Option
    - Having an active contact folder or option
    - Having an inactive contact area

    7 votes

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    Idea  ·  0 comments  ·  Other  ·  Delete…  ·  Admin →
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19. UK bank transfer payments

    Allow bank transfer payments for international banks and currencies. Transactions in GBP and banks in the UK

    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Delete…  ·  Admin →
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20. Ability to turn off the location that appears in Audit Trail
    7 votes

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    Idea  ·  1 comment  ·  Other  ·  Delete…  ·  Admin →
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