153 results found
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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.
6 votes -
Collect files field: add download button in preview
At the moment when an image is uploaded via the collect files field and then the image is clicked from inside of the document, the image is just opened in new tab and it is hard for a user to find a way to download it (they have to use the browser's option, right-click on the image and select "Save image as"). The feature request is to add the download button in the file preview to make the process easier and more clear
6 votes -
Search in the Actions Required tab of Home page
Would like the ability to search within the Home screen sections, like the Actions Required tab.
5 votes -
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.
5 votes -
Bundling Documents, not only templates
Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.
5 votes -
inline comments to stay highlighted for recipients after sent
the inline comments to stay highlighted for recipients after sent
5 votes -
check word count feature
check word count feature
5 votes -
Signing Experience
Self-sign case - it takes 3 clicks today to fill in an initial or esignature. my client wants to be able to complete this in a 1 click process. in the pandadoc settings, the system should auto remember the selected initial or signature. the behavior he would like would be to click the field and the initial or signature pre populates like Docusign.
Now if in the inbox, once document is completes - it is roughly a 20-30 second process to go back and load the next document. he wants the next document to appear on the screen, to help…
5 votes -
Auto page size adjustments
Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.
5 votes -
Significantly speed up document loading speed, decrease clunky processing times
The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.
5 votes -
Disable Instruction boxes when the recipient receives the document during signing in.
Disable Instruction boxes when the recipient receives the document during signing in.
4 votes -
4 votes
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change color of font on recipients end for filling in fields
change color of font on recipients end for filling in fields
4 votes -
Auto reminders to count business days not calendar days
Have the auto reminders count business days not calendar days. No weekends being counted.
3 votes -
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 -
Add Fields to Role
Being able to add a URL/Website to the Role Fields when setting up a document.
3 votes -
Smart content (conditional logic) - quicker response time
Would like the smart content (conditional logic) to respond quicker.
I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.
I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.
3 votes -
Search for page numbers in page reordering menu
Search for page numbers in page reordering menu
3 votes -
Improve Variable Input
It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.
3 votes -
The ability to turn off the pop-up asking to convert the document to a template.
There is a pop-up that shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out. Could we allow a setting that removes that pop-up?
3 votes
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