11 results found
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Allow signatures and dates to be optional
There are times where a signature/date is not needed but other times it is. In the case of a form I'm working on where depending on the level of position we are hiring for, The president's signature is needed but for other positions it is not.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
Please kindly be advised that the feature to make Signatures and Dates optional is available within the system. To achieve this, you can make the fields non-required for your recipients. Here's the ink for more information: https://support.pandadoc.com/hc/en-us/articles/360040595714-Fields
Have a wonderful day!
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Advanced Reporting Access for Specific Users
Would be better if advanced reporting feature can only be accessed by certain users/managers
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature is available within the system. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/4415782817687-Reporting
Have a wonderful day!
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Signee's store their signature jpg on the paying users account
We send out dozens of invites a day, my boss has to sign all of these before they go to client. It is not efficient for him to locate his signature image each time. This will be a problem as well with clients who we have frequent communication with. It would be useful if they could save their signature drawing or jpeg to use next time.
1 voteHi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!
We’re glad to let you know that the feature allowing to set a default uploaded signature is available within the system.
Have a wonderful day!
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Manage Signing Order UX Improvement
This is a very simple thing but when I want to reorder the Signing Order, I have to click to the left of the names to drag and change the order.
A great improvement would be allowing the user to just click on the name and drag so I don't have to "click snipe"
2 votes -
UX improvement: More explicit difference between working on a template and working on a document
The Document and Template Editor pages look almost identical. A common first-time user error is creating a document when you think you are creating a template or vice versa. Common for New Hires, New Customers, common support question.
You cant set up an approval workflow on documents, if there was a pop-up that redirected you it would be helpful.
Same with Roles and "why can't I send this document" ... Because you are in a template.
2 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please check the video below!
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Thumbnail/Preview for pages
Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.
Is it possible to give some sort of thumbnail or preview of the page on the left side?
43 votesThe feature is released: https://support.pandadoc.com/hc/en-us/articles/360060838033--Editor-2-0-Page-reordering-
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Use tab to jump to the next field to fill and assign field
Use tab to jump to the next field to fill and assign field
50 votes -
6 votes
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Make the Finish button more clear
Recipients often do not notice the Finish button after signing docs.
43 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please check the screenshot below!
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Turn off auto fields snap / auto-aligning fields (workaround in comments)
Ability to turn off auto snap function when placing fields.
96 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.
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Expanding text fields: The ability to text fields to get bigger as recipients are typing/not have character limits.
Auto-shrink text when it will not fit fully in a field. Auto-adjust text field entry.
54 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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