6430 results found
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Include account / contact info related to opportunity into Salesforce metadata
Extend metadata received from Salesforce when creating a document (for now only object id is pulling through - would be cool to have some related records as well for example if there's account/contact related to opportunity).
1 vote -
Reducing Input Lag while Typing in Boxes
There seems to be a lot of input lag lately on here. I will begin typing into boxes on a document at a moderate pace only to see that half of what I typed was actually registered by the system. Then I have to go back and type one letter at a time until it shows up. It significantly slows down the process of completing documentation.
While user internet speed and processing speed play a part, I have used PandaDoc on a few different devices using different WiFi/Ethernet connections and have experienced the same lag.
Thanks
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 -
Option to edit a document that will take effect on all sent docuemnts
Option to edit a document that will take effect on all sent documents.
- will allow the user to edit specific document that will also take effect on same sent docuiments
1 vote -
create a report from the documents created per recipient
create a report from the documents created per recipient
11 votes -
Ability to place signature boxes via page number and x,y coordinate values in API. - jeff@euro-wall.com
Being able to upload the source doc and define the fields via page number and x,y coordinate values would be useful.
1 vote -
The ability to automatically have a document sent once a payment is made in Stripe.
Once a payment is received in Stripe -- send client info to PandaDoc and create/send the contract to the client automatically.
2 votes -
One recipient to review document (without signing) before sending to another recipient
one recipient to review document (without signing) before sending to another recipient. "Signing order" for viewers of a document.
3 votes -
6 votes
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Heat Mapping
I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.
3 votes -
10 votes
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Character Limitation with headings in Table of Contents
Can we remove the limitation or increase the amount of characters available for headings in the Tables of contents?
1 vote -
Ability to invite users into multiple workspaces at once.
Ability to add multiple users to multiple Workspaces all at once
21 votes -
Keep Comments on Document after editing
Keep comments after moving a document from sent to draft status.
1 vote -
1 vote
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A way to remove the optional field indicator
A way to remove the optional indicator signers see when they hover their cursor over an optional field.
5 votes -
2 votes
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pass selected items from the pricing table (document 1) into the pricing table (document 2)
Be able to do the following: pass the selected items by the recipient in a Document A to the pricing table into the Document B
4 votes -
5 votes
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Sum total before discounts while still showing discounts per line item
Have the totals that are pre-multiplier (pre-tax, pre-discount, etc) that you can use (or default to) in the pricing table totals section (or in the columns for that matter).
7 votes
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