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37 results found

  1. Failed Delivery status in PandaDoc (Create an "Errors" tile on the Dashboard)

    25 votes

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    Idea  ·  13 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon commented  · 

    This would be a valuable addition to panda Doc and time saver for my teams to be able to look at a dashboard that shows who's emails failed and why.

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    Virginia Hodgdon commented  · 

    I also find this as an URGENT NEED.

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    Virginia Hodgdon commented  · 

    PLEASE PLEASE add this feature its really important

    Virginia Hodgdon supported this idea  · 
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    Virginia Hodgdon commented  · 

    Currently, the only way to tell an email has failed is by physically opening the envelope and clicking a few buttons to view the HIDDEN status of a failed email. This is a very daunting task when your API sends hundreds of documents a week.

  2. Full timestamp in document on date field

    16 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  3. report of recipients who haven’t signed and also who have signed documents

    8 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  4. Field tags - 'Autofill with Signing Date'

    14 votes

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    2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  5. update the close date of an opportunity in Salesforce when a contract is signed.

    5 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  6. add a signature date to the HubSpot deal once the document is signed via Automations

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  7. Reporting: show the signature date of each recipient

    3 votes

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

  8. signature date syncs back to HubSpot

    5 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations - HubSpot  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

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

    182 votes

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    22 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

    Virginia Hodgdon supported this idea  · 

  10. Document Completion Screen Customization (Automatically send a thank you message when the document is completed)

    66 votes

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    16 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon commented  · 

    This just seems like common sense

    Virginia Hodgdon supported this idea  · 

  11. Tokens/Variables in saved messages / email body or subject

    203 votes

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    34 comments  ·  Ideas to Improve PandaDoc » Automations  ·  Admin →
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    Not Planned  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    We wanted to share an update regarding the idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

    Virginia Hodgdon supported this idea  · 

  12. Export specific data from Reporting, based on filters

    14 votes

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

  13. Filter documents by owner

    14 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  14. Attach PandaDoc attachments to SalesForce opportunity as well as the document's copy

    17 votes

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

  15. More Robust Analytics Reporting

    21 votes

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    4 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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!

    Virginia Hodgdon supported this idea  · 

  16. Search Results are no longer sortable

    20 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  17. Aggregate Document Analytics in Reporting Dashboard

    26 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, 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!

    Virginia Hodgdon supported this idea  · 

  18. The ability to change the statuses of the document to any possible status manually.

    28 votes

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    9 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  19. Disable the option to edit a completed document

    30 votes

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    5 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  Admin →
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    Virginia Hodgdon supported this idea  · 

  20. Advanced search options/ Search within the Folder

    35 votes

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    7 comments  ·  Ideas to Improve PandaDoc » Documents & Data Management  ·  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!

    Virginia Hodgdon supported this idea  · 
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