65 results found
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Provide help text that specifies exact time/date of expiration
Create some help text on documents that states when exactly (i.e. time & date) the document will expire. My team frequently forgets whether setting, for example, a 6/30 expiration date will make the document expire at 12am on 6/30, or at 11:59pm on 6/30.
1 vote -
User Analytics Report
The user analytics page should include the capability to customize additional columns around user accounts, such as create date, last login date, and last document creation date.
The "User Usage Analytics" Screen should allow the ability to see all users in the tenant, not just ones with an action associated (i.e. if they've never created, sent, modified, etc., When I click the "Save Report" button nothing happens; should download the screen as a report that shows aggregate vs having to export all the data and try to use a pivot table for something so simple.
Need a Workspace report that…
2 votes -
Enlarge Signature Field via Mobile app
Would like to enlarge the signature field to easily draw signatures when sending document to clients.
18 votes -
Split Payment for PandaDoc Subscription
Have the ability to split your payment for the subscription (for example, if the amount is larger than credit card limit)
3 votes -
Automatically put cursor in recipient's email field when setting up an e-sign document.
After the latest update, you now have have to individually click in the form field for every new recipient you add. Ideally, like before, once you hit add recipient you can just start typing vs. having to click add recipient and then click into the field.
1 vote -
Keyboard Shortcuts for adding fields
When creating a large number of documents for signature in a healthcare context, document workers need every advantage they can get which includes keyboard shortcuts. Other signature tools we've used have had these and they are a life saver. Please add!
I've attached a sample!
3 votes -
Option to add a phone number under personal settings
Option for a user to add their phone number in the personal settings so it is populated via variables into the document (instead of adding the phone number under contact)
1 vote -
Pricing table items pulled from Salesforce should respect the current order in Salesforce, not the order in which items were added
Sometimes users need to change products in Salesforce based on the interaction with the customer. They can use the Salesforce reorder tool to put the items in the desired order. But it seems PandaDoc does not respect the new order in Salesforce-- it still enters items in the order they were added. The users then need to reorder the items in the generated document. We are trying to minimize users' need to change the document once generated to minimize errors.
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please follow the steps below:
- Go to PandaDoc Setup, then click on PandaDoc Configure Pricing Items.
- Below, under Pricing Items Sorting, you can set up the order in which you want the products listed in the PandaDoc pricing table.
More info can be found here.
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Dashboard auto refresh
Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?
2 votes -
SMS: Notification
ability to enable sms notification when documents are sent, viewed and completed
5 votes -
PandaDoc desktop app
PandaDoc desktop app
10 votes -
[Bulk Send] Send via SMS
We would like to be able to use Bulk Send with the Send via SMS feature.
24 votesThe status of this suggestion is currently unchanged. Please check back for updates.
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Allow user role changes for more than one member at a time
Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.
4 votes -
Option to disable or customize the "Your team" field that appears when a user is joining an organization
Option to disable or customize this prompt (by adding custom team options) when a new user joins.
4 votes -
Editor Customization: Ability to resize and move the editor toolbar
Ability to resize and move the editor toolbar
2 votes -
Set a specific amount of checkboxes as required
Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.
6 votes -
Export variables value
Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?
7 votesLindsey Schocke responded
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Smart Content with "OR" conditional rule, when using variables
When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".
37 votesHi. 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!
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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.
5 votes -
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.
9 votes
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