169 results found
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Export SMS Credits and Contact Numbers
Ability to export the SMS credits noting each number it has been used
2 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 -
SMS: Notification
ability to enable sms notification when documents are sent, viewed and completed
3 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 -
Decline document button for UI more obvious for recipients
Make decline document button more obvious in the UI
3 votes -
Ability to filter or disabled integrations in the workflow creation process.
I don't use 99% of the integrations available in workflows. It would be very helpful if a filter tool on the left side of the "Create a workflow" screen allowed me to choose which integrations I want to see workflows for. That way, I don't have to search for exactly what I want. A crude UI/UX example is attached.
1 vote -
The "All Documents" / "Created by me" view should display the name of folders where the documents reside
The "All Documents" view should display the name of folders where the documents reside.
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 -
Add a button to return to the signature panel.
If you go to add a recipient, it is not intuitive to return to the panel to place signatures. Add a button to return to the signature panel.
1 vote -
Label "Change Signer" to "Change Signer or Update Email"
If a recipient's email is typed incorrectly, having the ability to update the email address is a great feature that already exists. The label "Change Signer" could be more clear with the label "Change signer or update email".
1 vote -
PandaDoc desktop app
PandaDoc desktop app
9 votes -
[Bulk Send] Send via SMS
We would like to be able to use Bulk Send with the Send via SMS feature.
7 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 -
Allow user role changes for more than one member at a time
Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.
1 vote -
Allow user role changes for invited users.
Currently we can't change the role of an invited user. If the incorrect role is selected we have to either wait for them to join the workspace and then change the role, or cancel the invitation and resent.
1 vote -
update the auto-snapping feature
The autosnapping is not helpful and actually quite frustrating.
1 vote -
Editable Appcues per workspace
Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.
1 vote -
search bundled documents
Unlock functionality to be able to search document titles or information within bundled documents
1 vote -
Enhance the visibility of the "Log Out" button
The "Log Out" button in the new interface is difficult to locate.
2 votes -
2 votes
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