160 results found
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Ability to upload files in .MSG format.
Ability to upload files in .MSG format.
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 -
UX not user friendly
PD was not user friendly enough for them.
3 votes -
Enable scroll wheel on mouse when dragging blocks
The new editor seems to have this function disabled, it was working with the old one. The dragging and scrolling on the new editor is alot slower
3 votes -
Expand Folder View on the left hand side panel
Have the option to keep folder section in side panel expanded
3 votes -
seeing the names of the categories on the left panel when hover over them
seeing the names of the categories on the left panel when hover over them
3 votes -
Enhance the visibility of the "Log Out" button
The "Log Out" button in the new interface is difficult to locate.
2 votes -
2 votes
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User Interface will also reflect in PandaDoc email notifications
The ability for user interface language set in PandaDoc will also reflect in PandaDoc email notifications.
2 votes -
Custom field under contacts
Ability to add a custom field in the contacts section.
They would specifically add a section for claim#'s and job #'s.
2 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.
2 votes -
Auto-scrolling feature with Notary
Is it possible to have an auto scroll feature that would give the notary/presenter to control what documents the borrower/client/recipient are viewing? This would make it easier to go through a document package so that the recipient is on the exact same page as the notary/presenter versus telling them where they should be.
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.
2 votes -
Reporting on template variable fields.
Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?
2 votes -
Automatically stop recurring payment in Stripe.
Automatically stop recurring payment in Stripe.
2 votes -
2 votes
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