93 results found
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Move the "Ask AI" button from the bottom right corner to another location on the screen.
The current location of the new "Ask AI" button is currently locked to the bottom right corner of the screen. It covers the down arrow on lists and makes it difficult for me to scroll down a list slowly. While I do like the new "Ask AI" feature, it would be better in a different location on the screen, perhaps on the bottom left instead.
1 vote -
Page Centering
Can you please add a function that allows users to center objects on the page or always have the center alignment line populate?
When working on a page with multiple content boxes it is nearly impossible to drag a new object (text box) to the actual center of a page due to PandaDoc using grid-based relative layout where it prioritizes alignment to different boxes rather than the actual center of the page. The center line should always populate to ease the process for users manually adjusting documents. Even if there was a button to center the object, like you center…
1 vote -
Team dashboard navigation improvements
The new UI/UX experience is awful. I have to click so many times just to get to drafts for review. I recorded a Loom of my experience. Please make this better! This is NOT an improvement.
1 vote -
Reorder columns in Data Reports
A way to reorder columns in the document data reports
2 votes -
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
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 -
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.
2 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 voteHi. 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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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 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
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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 -
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 -
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 -
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 -
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 -
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 -
Select Tool
As an avid user of e-signature platforms, I deeply miss the simple "mark area" tool which allows me to select multiple form fields in one quick move, thus allowing for a series of actions that would make the e-signature process easier and faster. By way of example, this would allow for a quick series of copy paste of multiple fields (such as the usual date - name - signature form fields) and pasting them while also being able to alternate between recipients.
Summary:
- Drag and select tool (encircle form fields for quick actions like copy + paste)
- Assign multiple form…
1 voteHi,
Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:
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Provide help text that specifies exact time/date of expiration
Create some help text on documents that states when exactly (i.e. time & date) the document will expire. My team frequently forgets whether setting, for example, a 6/30 expiration date will make the document expire at 12am on 6/30, or at 11:59pm on 6/30.
1 vote -
User Analytics Report
The user analytics page should include the capability to customize additional columns around user accounts, such as create date, last login date, and last document creation date.
The "User Usage Analytics" Screen should allow the ability to see all users in the tenant, not just ones with an action associated (i.e. if they've never created, sent, modified, etc., When I click the "Save Report" button nothing happens; should download the screen as a report that shows aggregate vs having to export all the data and try to use a pivot table for something so simple.
Need a Workspace report that…
2 votes -
Enlarge Signature Field via Mobile app
Would like to enlarge the signature field to easily draw signatures when sending document to clients.
18 votes -
Split Payment for PandaDoc Subscription
Have the ability to split your payment for the subscription (for example, if the amount is larger than credit card limit)
3 votes
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