174 results found
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Hide the Timeline panel on the right side of the Overview page
Hide the Timeline panel on the right side of the Overview page
2 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)
2 votes -
Automatically put cursor in recipient's email field when setting up an e-sign document.
After the latest update, you now have have to individually click in the form field for every new recipient you add. Ideally, like before, once you hit add recipient you can just start typing vs. having to click add recipient and then click into the field.
1 vote -
Keyboard Shortcuts for adding fields
When creating a large number of documents for signature in a healthcare context, document workers need every advantage they can get which includes keyboard shortcuts. Other signature tools we've used have had these and they are a life saver. Please add!
I've attached a sample!
1 vote -
Option to add a phone number under personal settings
Option for a user to add their phone number in the personal settings so it is populated via variables into the document (instead of adding the phone number under contact)
1 vote -
Pricing table items pulled from Salesforce should respect the current order in Salesforce, not the order in which items were added
Sometimes users need to change products in Salesforce based on the interaction with the customer. They can use the Salesforce reorder tool to put the items in the desired order. But it seems PandaDoc does not respect the new order in Salesforce-- it still enters items in the order they were added. The users then need to reorder the items in the generated document. We are trying to minimize users' need to change the document once generated to minimize errors.
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 follow the steps below:
- Go to PandaDoc Setup, then click on PandaDoc Configure Pricing Items.
- Below, under Pricing Items Sorting, you can set up the order in which you want the products listed in the PandaDoc pricing table.
More info can be found here.
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Dashboard auto refresh
Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?
1 vote -
Disable Payment Dashboard Icon
Would like remove the icon to have less "noise" within the PandaDoc platform
1 vote -
Categorize Saved Messages
Allow saved messages to be categorized, to make it easier to locate the message you are looking for to use as a template, rather than having to scroll through the entire list.
1 vote -
2 votes
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Making the first and last names required in Contacts
The client would like to make the first and last names required when creating or adding new contacts, as the only currently required field is the Email Address. This change would help avoid displaying the email address in signatures instead of names.
1 vote -
Easier access to numbering (sequence)
Hello, I would like to suggest moving the document numbering (sequencing) to enable easier access to the feature.
Now, I have to go:
- Document info
- Settings
- Document sequence
- Click on dropdown
- Choose a sequence
- Click apply
We adopted sequencing as contracts numbering, so it goes through 99% of our documents, and it's way too many steps to take for such a repetitive feature.
IMHO, it can be moved and added:
(i) as an optional choice on the document creation screen under "Add document recipients" section,
(ii) next to "Updated X minutes ago" in the top menu of the document, or…1 vote -
Add Move button to a completed document
Add a Move button so after a document is completed it can be placed in a relevant folder without going to another web page.
1 vote -
Ability to choose which documents statuses show in the tabs on the Home screen
Currently, there are preselected statuses chosen for each tab (Actions Required, Waiting for Others, Finalized) on the Home screen. Would like to ability to change these.
3 votes -
Ability to select the signer in the recipient group
Does PandaDocs have a way to add a group, but allow the users to specifically select someone in that group to sent the template to.
2 votes -
Client ability to customize PandaDoc Interface Navigation Menu
I propose the idea of a more client friendly User Interface where the menu can be configured to the clients' needs.
For example, if a client is not using payments through Panda Docs, or choosing not to pay for the upgrade to use reporting; these menu items should be able to be hidden for a cleaner look and feel.2 votes -
Option to have "Create Document" button in Template list consistently visible
Please enhance the design of the PandaDoc template list view by ensuring that the "Create Document" option is consistently visible, instead of requiring users to hover over it to access the feature.
2 votes -
1 vote
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Send Payment Reminder from overview tab
Have the ability to send a reminder from the overview tab without needing to go to the Payments section.
1 vote -
Export SMS Credits and Contact Numbers
Ability to export the SMS credits noting each number it has been used
3 votes
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