160 results found
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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 -
Ability for payable recipient to view Invoice prior to paying, generate invoice before payment
When there is a separate signer and payable contact, the payable contact receives the pop up to pay before they can fully review the invoices/documents. They then have to click the x to review and go to the Pay at the top to Pay. It would be helpful if it was a split screen where they could view the doc on one side with the ability to scroll through it keeping the payment fields visible on the other half to be completed at any time.
1 vote -
Improve intuitiveness for signer to forward a signed doc for payment
After signing a document to be paid within Panda Docs with Stripe integrations, provide option to forward along the top header in addition to PAY making it easier for the signer to either pay or forward to the correct individual that will be paying the invoice. Currently the 3 dots that need to be clicked to forward within Panda Docs is not intuitive and user friendly.
1 vote -
1 vote
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Borders Overlapping Images in PDF
When I PDF my quote that has borders and images, the image and borders overlap. Doesn't look very nice. Also, page breaks have not been figured out with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.
1 vote -
Mobile/Web App will be able to complete a document when there are internet interruptions.
Mobile/Web App will be able to complete a document when there are internet interruptions.
1 vote -
Presentation mode: hide selected pages
Would like to hide certain pages from presentation mode
1 vote -
The ability to add a disclaimer to a Form.
For example, if there are multiple roles (3+), a disclaimer may help deter confusion for recipients.
1 vote -
Fix navigation menu to avoid collapsing: Don't like collapsing navigation menu. There's no option to fix this recent change.
Very recently, PandaDoc changed for the desktop version, so that the left navigation menu collapses automatically when you are not active with the mouse in that window. I really despise this change, but there is no option to do anything else.
1 vote -
Improved functionality with the pricing table
For example, if you move the pricing table just a bit, it may snap back to its original spot. Seeking improved functionality with dragging and dropping the pricing table.
1 vote -
Loading Documents on a new tab
Allow documents to load when they are opened in new tab even if you are on a different tab
1 vote -
I would like to see a command for the insert section below, like insert row below.
I would like to see a command for the insert section below, like insert row below.
1 vote -
1 vote
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Document Sensitivity
If the recipient needs to know the document is confidential. I was hoping there may be an option similar to the page numbers and code that is automatically added to a PDF of a PandaDoc document that would add the classification.
1 vote
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