255 results found
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Add a Suggestion Box
A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William
3 votes -
Bi-directional contact fields
It would be great to allow for the following when using document automation fields based on PD Contacts:
If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.
3 votes -
Signature Pad Compatibility
Compatibility with external signature pads i.e. topaz signature pad
9 votes -
3 votes
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Save chat so you can return to it after leaving the window
Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.
3 votes -
cache local document changes
Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.
1 vote -
stop automatically contact list choosing the email
the client needs to avoid the option "choosing the email from the automatically-generated list" as other staff members can choose the wrong email
1 vote -
4 votes
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1 vote
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No. of Rejected Document will show up in Dash and in Reporting
No. of Rejected Document will show up in Dash and in Reporting
1 vote -
Different types of signatures for the same person
Ability to use two different signatures for the same person (for example draw and type)
6 votes -
Sort Contacts by Last name In PD contacts
Client would like to be able to sort PandaDoc contacts by last name in alphabetical order
3 votes -
Change the sender
Change the document sender to any email without using Send on behalf.
20 votes -
Recipients list
Generate a list (CSV) of the recipients who have completed the proposal.
6 votes -
Transitioning from QuoteRoller
It's not only an update:
double the cost of our current solution quoteroller.com
find time to implement it / project manage the implementation...
lose all client history2 votes -
1 vote
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New wizard: full list of contact parameters
New wizard: the full list of the contact parameters when creating a document.
1 vote -
2 votes
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Option to create a sub-account under an existing account
create sub account for another user under the current active account and that user should not be able to view older documents signed
1 vote -
Report Revenue
Revenue generated is misleading (Total € for completed docs). It should not be on the SENT document column but in the completed!
Moreover we would like to see the OPEN Revenue, the COMPLETED Revenue and the difference (VIEWED).
There is also need of a report for all manually completed documents. Otherwise it is impossible to track them down since they do not appear in these reports.7 votes
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