153 results found
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1 vote
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1 vote
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In the template editor, have a visual cue for if a field is optional or required.
Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.
1 vote -
From variable list, see a list of occurrences and click to go to a specific occurrence in the document
Instead of just showing a count of the number of times the variable is used, show the list of occurrences and allow the user to click on an occurrence and be taken to its location in the document.
1 vote -
Don't show signatures to document participants until the signer completes the process by clicking the Finish button
Don't show signatures to document participants until the signer completes the process by clicking the Finish button
1 vote -
Flatten all variables from a document into editable text that carries over into a converted template
1 vote -
1 vote
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Role suggestions
For new users: Suggest common roles (beyond Sender/Client)
1 vote -
Documents page - Open
Reverse the change necessitating clicking Open on All Documents page. The user is already looking at the name - having to move over to Open is an extra step.
1 vote -
Reporting documents by Updated Date
It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!
1 vote -
Ability to adjust filter window size in the Reporting feature
I can see where to filter by templates, but the list is truncated so that I can't see all of the templates at once
1 vote -
.doc warning
If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead
1 vote -
remove Open PandaDoc option from the page once the recipient signs the document.
remove Open PandaDoc option from the page once the recipient signs the document.
Open the document and Open PandaDoc are two different hyperlinks. The first one is created for opening the PandaDoc document and the second one is for the PandaDoc account.
Your clients do not need to have or see the recommendation about a free trial. They just sign the document and need to open it via their email not via the last page they see once the document is signed.
1 vote -
To "unhide" the option to cancel.
The current navigation to the cancelation button is very difficult. It's displayed in settings > Billing which wasn't obvious for the client.
1 vote -
Document warning message: when you edit document make the warning message more visible (red) and indicate you cannot retrieve it
when you edit document make the warning message more visible (red) and indicate you cannot retrive the signed document
1 vote -
the price format and the page numbering do not show correctly in PDF documents even though the localization rules are set.
the price format and the page numbering do not show correctly in PDF documents even though the localization rules are set.
Even if the client has German is their interface and recipient language, the PDF shows English version of Page 1 of 2 and US pricing format.
1 vote -
Refresh Document Status in Inbox
Status of document under Inbox does not automatically update/refresh once a document has been signed already. Since the behavior of your app is, it will open a new window to display the doc for signing. Is it possible that upon finishing the esigning process, it will also refresh the inbox page. Pls see below steps to further understand what the user wants to happen.
Steps:1 vote -
Select default window in PandaDoc: Make Inbox pop up first when logging in
Wants to have the Inbox pup-up first everytime a user logs in to his/her PD account, instead of the dashboard.
1 vote -
Too Many Clicks
There is way too much clicking required for the salesperson to enter in fields. We have to click the field to get it active and then double click to edit. Its death by a thousand clicks. Also, there is no "tab" function to tab to the next editable field. We'd like to see the user experience improved by fewer clicking (go straight to edit mode) and ability to tab to the next fields.
1 vote -
Confirm with the client before we charge them when switching to paid plan after trial
Confirm with the client before we charge them when switching to paid plan after trial
1 vote
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