171 results found
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Table of Contents: Left Side Navigation While Editing
Our team works with complex documents consisting of multiple sections. The ability to display the Table of Contents on the left side navigation while the document is being built/edited would be extremely helpful. I understand how to turn that on for display when viewing the completed document, but is there a way to have this function during document creation?
3 votes -
Add an option to delete an account
Don't trap people promising free templates, forcing them to create an account, then asking money to actually use the "free" template, and nowhere to be seen a button to delete the user account. I am reporting this website to the BBB and to TP. Unethical to say the least. Shame on the app architect.
1 vote -
1 vote
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Changing tab order
It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.
7 votes -
Adjust table headers width to allow me to see document file name more easily
I'd like to be able to adjust the width of the table headers within the Documents page or have the ability to remove/hide columns I don't need
1 vote -
Option to manually send the document to a new recipient (to a document in "sent" status)
Option to manually send the document to a new recipient (to a document in "sent" status) instead of sending it automatically
3 votes -
report that shows the phone number of the contacts within that date range
report that shows the phone number of the contacts within that date range
1 vote -
Default View for Catalog
Ability to set up a Default view for the Catalog, that way user can set up their own view and customize it to their liking so that it would show up the same every single time, they want to customize it by name or by item, item description, region, etc.
1 vote -
Editor Customization: Ability to resize and move the editor toolbar
Ability to resize and move the editor toolbar
1 vote -
Always open a document in a new tab
When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.
2 votes -
Ability to upload files in .MSG format.
Ability to upload files in .MSG format.
3 votes -
Allow for a warning message prior to sending when a request for payment is needed but no payment setting turned on.
We are seeing some issues with people sending payment requests with no Payment setting turned on.
Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”
1 vote -
Content Lock Variables from moving: Prevent variables from moving once filled with data to avoid alignment issues.
Prevent variables from moving once filled with data to avoid alignment issues.
6 votes -
1 vote
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'Search Bar' in move documents
There should be an option to 'SEARCH' for folders here in the moving document prompt. We have to scroll endlessly when i have to move a file starting with the alphabets which are latter in the sequence.
4 votes -
Additional Document List Information
Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.
1 vote -
Volume-Based Pricing in Catalog Upload/Download
Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).
With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.
10 votes -
Automatically stop recurring payment in Stripe.
Automatically stop recurring payment in Stripe.
2 votes -
View all PandaDoc accounts billing a specific card
It would be really nice if there was a way to see how many accounts I am paying for with my card. Some way to locate duplicate accounts would be great.
1 vote -
Add Fields to Role
Being able to add a URL/Website to the Role Fields when setting up a document.
3 votes
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