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27 results found

  1. reporting data sent to email

    5 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Victoria Kenward supported this idea  · 

  2. Reporting feature: Content Library Export Report (with an ability to see what content library items are not being used)

    6 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Victoria Kenward supported this idea  · 

  3. Create a report/track data about Pricing table items and show Line Item statistics with data export

    8 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » CPQ - Quote Builder & Pricing table  ·  Admin →
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    Victoria Kenward supported this idea  · 

  4. [Reporting] Ability to export just the LIST of completed documents. Option to export a report of all the completed documents in CSV format.

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Victoria Kenward supported this idea  · 

  5. Report for viewed documents

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Sharing & Collaboration  ·  Admin →
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    Victoria Kenward supported this idea  · 

  6. Pull report showing unused templates data

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Victoria Kenward supported this idea  · 

  7. Detailed reporting: Date Filter, Content Library, Upcoming Renewals

    29 votes

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    Idea  ·  4 comments  ·  Ideas to Improve PandaDoc » Templates & Libraries  ·  Admin →
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    Victoria Kenward supported this idea  · 

  8. [Reporting] Reporting based on document tags

    33 votes

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    Idea  ·  9 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Victoria Kenward supported this idea  · 

  9. provide csv or report of bulk send recipients that havent signed

    12 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Esign & Notary  ·  Admin →
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    Victoria Kenward supported this idea  · 

  10. Notify sender about documents that are left unsigned

    2 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Victoria Kenward supported this idea  · 

  11. create a report from the documents created per recipient

    13 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Victoria Kenward supported this idea  · 

  12. Hide some templates from users / Ability to restrict account users from seeing each other's templates. / Show only own templates

    170 votes

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    21 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Being evaluated  ·  AdminYurii Losinets (Admin, PandaDoc) responded

    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you

    An error occurred while saving the comment
    Victoria Kenward commented  · 

    At least be able to archive old templates instead of deleting, or MOVE to another workspace. We have templates that we do not want our team to use but will need at year-end 2024.

    Victoria Kenward supported this idea  · 

  13. Create contact with filled-in fields via form automatically

    16 votes

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    Idea  ·  3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Victoria Kenward supported this idea  · 

  14. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    136 votes

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    29 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Victoria Kenward supported this idea  · 

  15. Import / Update contacts in PandaDoc using Zapier (across all workspaces)

    9 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Victoria Kenward supported this idea  · 

  16. Fields & Contacts sync in app

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Victoria Kenward supported this idea  · 

  17. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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    Idea  ·  1 comment  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Victoria Kenward supported this idea  · 

  18. Categorize / Group PandaDoc contacts

    32 votes

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    8 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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    Victoria Kenward supported this idea  · 

  19. Automatically add pages to the document if PDF page limit is exceeded / Transfer content blocks exceeding PDF page break to the next page

    154 votes

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    12 comments  ·  Ideas to Improve PandaDoc » Content Editing & Design  ·  Admin →
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    Victoria Kenward supported this idea  · 

  20. Ability to Edit During the Document Approval Workflow Process

    69 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Approvals  ·  Admin →
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    Not planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, 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!

    Victoria Kenward supported this idea  · 
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