154 results found
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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 -
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 -
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 -
1 vote
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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.
1 vote -
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 -
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 -
Ability to upload files in .MSG format.
Ability to upload files in .MSG format.
1 vote -
Invoices with built in due dates, amounts due, and reminders
The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.
1 vote -
Automatically stop recurring payment in Stripe.
Automatically stop recurring payment in Stripe.
1 vote -
1 vote
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Admin Panel: Workspaces - Give option for dynamic list view of all workspaces
As the Admin/Owner, Enterprise account I access this list often. In the Admin Panel: Workspaces - Give option for a dynamic list view of all workspaces. The current view is manual and cumbersome to scroll through when searching through my over 100 workspaces. Giving the ability to filter/sort and add columns in the list view with information about the workspace (e.g., Active users, pending invites, roles activated, etc.).
And while seeing the logo for each workspace on this screen is a nice to have, if it was an incorrect logo or needed to be updated I couldn't do anything from…1 vote -
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.
1 vote -
Settings to turn on/off support chat icon
The ability to turn off or on the support chat window. We can also place it where it won't affect the user when using PandaDoc.
1 vote -
1 vote
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Standardized approval groups
The ability to define a group of repeating approval groups that could be assigned to multiple templates. You can give the same groups across different templates in its current iteration, but you must set them up manually each time.
This would allow the groups to be already created and usable for other templates.
1 vote -
type the first letter to search through the list of the countries in the country code selection during the recipient verification
type the first letter to search through the list of the countries in the country code selection during the recipient verification instead of scrolling down to find the country
1 vote -
'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.
1 vote
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