198 results found
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Enlarge Signature Field via Mobile app
Would like to enlarge the signature field to easily draw signatures when sending document to clients.
18 votes -
Send Via Text for Business Monthly Plan
The Send Via Text (SMS) feature would be a great addition to the Business Monthly plan.
2 votes -
Get a pop-up notification from the app when one of your clients signs a contract
Get a pop-up notification from the app when one of your clients signs a contract
2 votes -
Ability to rename automation
Currently, the automation names are long. Having a way to rename them helps avoid confusion with other automations that have part of their names being the same.
2 votes -
Safari Compatibility
I am unable to edit product descriptions when logged into PandaDoc in Safari. It works in Chromium-based browsers.
1 vote -
Installment: Allow custom percentage or percentage with decimal
Right now, when setting up installment schedule, you can only set whole number percentages. Allow custom percentage or percentage with decimal like %5.2
1 vote -
Automatically open next document awaiting approval after one is approved
Automatically open the next document waiting for approval after one is approved, to make it faster to go through multiple approvals.
3 votes -
Include "Optional" field in the document signing wizard (The yellow "Next" button).
Right now, the "Next" button only takes the signer to the required fields. If there are any optional fields in between, they will skip it.
Provide a way to include "Optional" fields when the signer is pressing the "Next" button, so that they won't miss it.
1 vote -
Allow sorting of folders and documents within folders A-Z
Be able to sort folders and documents within folders A-Z. Like Windows Explorer. When you get a long list of customer project, it becomes cumbersome and inefficient to find what you need. Should be able to click in the column header to sort, Best would be to have both the folder/document title, date created. So people can readily find either by name or by newest or oldest. Very surprised PandaDoc does not have this, it's such standard software functionality. Feels like some program barely out of it's first beta, to be honest.
1 vote -
To support additional language, Hebrew
Currently the Hebrew language is not supported in PandaDoc. As this language is unavailable it has not been possible to implement PandaDOC fully in our region.
3 votes -
column-wide text formatting in pricing tables
Currently if you export a pricing table to the content library and then reimport it into another template all of the formatting is messed with (it changed all text to a large incorrect font, made it bold and aligned it to the right!) either fix this or allow column-wide text formating for non-numerical cells in a pricing table so we can at least fix it quickly.
1 vote -
New Design & general feature parity on EU Server
Looking for feature parity between PandaDoc US and EU server. I was generally not available that templates are not available, the new design is not available, rooms, mobile app etc. are not available etc on the EU Server. We need the EU server for regulatory reasons, so it's vital that this option exists. But finding out that it seems to be a less maintained/delayed version of PandaDoc US is frustrating, as this was not mentioned during the sales process. I'm worried about what other limitations I will find.
1 vote -
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option at the top of the screen
3 votes -
Solicitação de melhorias
Face nossa necessidade de serviço, solicitamos que seja possível enviar mais de um lembrete de assinatura, por pessoa, por dia. A mesma pessoa pode precisar assinar mais de um documento, diferente, por dia, e essa restrição de assinatura está impactando negativamente o andamento de nossas tarefas.
Exemplos:
1) uma pessoa pode receber mais de um documento (diferente) para assinar;
2) nossos técnicos precisam cobrar assinaturas de vários documentos, para vários usuários distintos, e a limitação de enviar os lembretes, está prejudicando esse procedimento.
Essa funcionalidade de ser possível enviar lembretes diários para os usuários, era permitido anteriormente, na oportunidade que…1 vote -
Fix the New Navigation
The new navigation makes it so that what I used to be able to do in one click now takes multiple. When I log in, it takes me directly to my drafts, but I am not the one creating the drafts. In order to get to the team drafts, I have to click on Team Dashboard, then Drafts. If I click directly onto "Documents," the drafts are intermixed with the other document statuses and there is no option to just see the drafts. So then I have to click back to Home > Team Dashboard > Drafts.
This is not…
1 vote -
Feedback
From the documents view, when you hover over a specific document and click the menu that appears, when you go to click on CHANGE STATUS the menu quick shifts down one item so I have clicked ARCHIVE a bunch of times. This would be a nice fix to not have the menu change once it's opened.
1 vote -
Allow setting of Email Subject (not just message) for Email Templates
Allow users to set an email Subject along with the email message for Email Templates
2 votes -
Drag to highlight and select multiple fields at once. Mass edit the selected fields
Use the mouse to mass select multiple fields at once by dragging. Similar to highlight function on your computer. Mass update "required" field settings or change assignment to different person. Multi-clicking takes so much time when you have hundreds of fields in a form.
1 vote -
Search Bar to be in the Default Document View
Suggestion to make the search bar appear in the default view to avoid having to click search every time, just to then have to re-navigate to the search back to enter the search parameters. This would streamline the search process and save extra navigation steps.
2 votes -
"Back" in browser exits Rules Builder inside Quote Builder back into menu. Stop this
When editing the details the rules inside of a quote, make "back" take you to the quote page, rather than exiting out of the template altogether
1 vote
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