5401 results found
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UI / UX Update Is not Easy to Use
Document Editing has become miserable in the new update. Not easy to find all of the buttons.
How do I reassign signing privileges to another individual without deleting the previous signer off?
Roll back to the old PandaDoc UI / UX because this update is trash.
2 votesValeryia Baranava responded
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ability to resize the fields to smaller without hiding the data in pdf
ability to resize the fields to smaller without hiding the data in pdf
8 votes -
2 votes
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Mobile app - last activity should be clear time when doc was signed vs viewed
Time update next to a completed document doesn't reference when the actual completed time, but increased the time when there was last activity on document. Should either reference the completed time or have clarity into "last viewed".
2 votes -
PandaDoc Project Mangemnet
Create Projects with documents and tasks assigned to users.
4 votes -
Bill.com
Ability to connect with Bill.Com
11 votes -
11 votes
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waiting for payment and paid Doc statuses outside of payment integrations
Allow to set waiting for payment and paid Doc statuses outside of payment integrations
15 votes -
Quickly switch between multiple taxes for different regions
when creating a new proposal we would want to be able to store and choose from various tax rates in the pricing table before we send it to the client. For example, I can be selling the same service but need depending on location, there can be up to 5 different tax rates that we need to include. It would be great if at the tax box in the pricing table we could choose the appropriate rate from a drop down rather than have to modify the rate for each proposal.
4 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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Lock all the content in the template/document in one click so that you don't have to restrict editing on each block within it
Option to Restrict editing of the entire template/document so that you don't have to restrict editing on each block within the template
12 votes -
display multi-year contract and TCV in the same table: have a multi-year pricing table which has separate total columns for each year
Multi year - display pricing and TCV (custom field in SF) - (currently no way to display without creating another table)
2 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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Conditional Approval based on Line Item Type
Conditional approval based on the type of line item.
6 votes -
Adding multiple pages to Content library at once
Ability to select multiple pages at once and add them straight away to the CL
14 votes -
Custom payment integration
Customer would like to be able to integrate the payment gateway with their proprietary payment processor.
6 votes -
All customer to pay more than requested % of total.
Allow customers to pay for more than the requested percentage if they choose to.
1 vote -
Option to add multiple signature fields assigned to the list of recipients at once
Ability to add multiple signatures assigned according to the list of recipients without having to manually assign each field to a particular recipient, i.e. if the document has 20 recipients added, the client needs to have an option to add 20 signature fields on a page at once, and those fields should already be assigned as per recipients lists
17 votes -
comments feature for uploaded documents
comments feature for uploaded documents
5 votes -
Table headings
Ability to add a heading to the top of a table.
16 votes -
Evalon (Fusebox)
Integration with Evalon (Fusebox).
1 vote -
Admin License
Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.
11 votesHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. There is an option to create a custom role where document creation is not allowed, but a user can manage roles and workspaces. For more information, please follow check the link below:
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