167 results found
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Ability to choose which documents statuses show in the tabs on the Home screen
Currently, there are preselected statuses chosen for each tab (Actions Required, Waiting for Others, Finalized) on the Home screen. Would like to ability to change these.
3 votes -
[Bulk Send] Send via SMS
We would like to be able to use Bulk Send with the Send via SMS feature.
13 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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Client ability to customize PandaDoc Interface Navigation Menu
I propose the idea of a more client friendly User Interface where the menu can be configured to the clients' needs.
For example, if a client is not using payments through Panda Docs, or choosing not to pay for the upgrade to use reporting; these menu items should be able to be hidden for a cleaner look and feel.2 votes -
Option to have "Create Document" button in Template list consistently visible
Please enhance the design of the PandaDoc template list view by ensuring that the "Create Document" option is consistently visible, instead of requiring users to hover over it to access the feature.
2 votes -
PandaDoc desktop app
PandaDoc desktop app
9 votes -
SMS: Notification
ability to enable sms notification when documents are sent, viewed and completed
4 votes -
Export SMS Credits and Contact Numbers
Ability to export the SMS credits noting each number it has been used
3 votes -
Ability to select the signer in the recipient group
Does PandaDocs have a way to add a group, but allow the users to specifically select someone in that group to sent the template to.
2 votes -
Default to Document Order when filling out variables instead of Variable name
When filling out variables on a document before sending it out, PandaDoc currently defaults to the Variable Name order. From a workflow perspective, it is more user friendly for this to be defaulted to Document Order. With it using the Variable name order, it jumps around the document and may seem confusing to the end user that is sending the document out.
1 vote -
Layout setup - Orientation - Landscape
Rotate page to landscape
1 vote -
Decline document button for UI more obvious for recipients
Make decline document button more obvious in the UI
3 votes -
Improve Workspace Loading
When you have over 20 workspaces, in this case hundreds, the loading time to search for one is longer than expected. It can take 20-30 seconds, sometimes longer. This use case has around 500.
2 votes -
1 vote
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Send Payment Reminder from overview tab
Have the ability to send a reminder from the overview tab without needing to go to the Payments section.
1 vote -
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".
32 votes -
Stripe Invoice
Ability for Stripe to produce invoice
15 votes -
Refresh table of contents when sending the document
when sending the document - display option to "refresh the table of contents"
similar to when you send a document with variables empty - you are notified.
Please either automatically "refresh table of contents" or prompt to notify asking if use would like to Refresh.
4 votes -
PandaDoc help menu from Salesforce
Once a document is created from Salesforce (iFrame) the help menu does not exist. It'd be helpful to have a help menu for a single pane of glass experience for the end user. This would also reduce incoming tickets to support as the chat menu would provide instant answers. Additionally, giving them access to the articles allows for a self service support environment.
1 vote -
Ability to choose colour for contacts
Ability to choose color for contacts so you can filter them by group (f.e. green color for ACME company, yellow - for another company)
2 votes -
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.
6 votes
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