7365 results found
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Too Many Clicks
There is way too much clicking required for the salesperson to enter in fields. We have to click the field to get it active and then double click to edit. Its death by a thousand clicks. Also, there is no "tab" function to tab to the next editable field. We'd like to see the user experience improved by fewer clicking (go straight to edit mode) and ability to tab to the next fields.
1 vote -
Confirm with the client before we charge them when switching to paid plan after trial
Confirm with the client before we charge them when switching to paid plan after trial
2 votes -
System will fill out automatic HEX code
System will fill out automatic HEX code
1 vote -
Limit supported file types accepted by Collect Files Field
It would be helpful to have the ability to limit what types of files will be accepted through the Collect Files field or for PandaDoc to show a warning when an unsupported file type is uploaded.
10 votes -
Social media links previews to be branded as the company workspace, not PandaDoc
Able to preview a link with customized branding settings like logo and look and feel when shared in social media sites. Please add this option
We will be sharing links to proposals in messenger services like on LinkedIn. We want the preview to be branded with our company, not pandadoc.... where are the settings to customize the link preview and icons that show?
1 vote -
Clear button for Signature Field
Clear signature from pre-signed signature block. At this time, the only way to clear the signature from the block is to delete it or reassign it.
2 votes -
4 votes
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Different currency for Document Value and Pricing table
In case the pricing table and the document value has different currency, option to recalculate the document value in other currency based on currency rate.
1 vote -
Automations: save PDF of the document to Desktop
Option to set up the automation to save PDF to a folder like Desktop on your local PC
1 vote -
Set type of content internal users can download
Ability to set the types of content (download either as PDF or .docx) internal users can download depending on Role.
1 vote -
Ability to see and kick-out any devices logged-in to the PandaDoc account.
Ability to see and kick-out any devices logged-in to the PandaDoc account.
9 votes -
Improve algorithm for Viewed Proposal detection (client spam filter opening links)
Many of our sent proposals are being marked as Viewed even though the client has yet to open the URL. This is due to their strong spam filters opening the links automatically in a sandbox environment before delivering the email as safe to the staff mailbox.
Two items that could improve accuracy for the Panda view status here:
1) How long after sending did the link/s get opened? If it was within 1-2 minutes it is highly likely a spam filter
2) Consider including an extra link in the body of the email. If this was clicked within seconds of…
2 votes -
Option to track who the link was shared to when a recipient forwards a document link / track or view a non recipient who access the document
Option to track who the link was shared to when a recipient forwards a document link
5 votes -
1 vote
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6 votes
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Smart content: list of variables
If there is a content placeholder (smart content) with several rules, based on several tokens/variables, option to have a list them.
5 votes -
send PandaDoc document instead of word while setting up the White labeling feature.
send PandaDoc document instead of word while setting up the White labeling feature.
1 vote -
1 vote
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Hide Contacts section from team members
Hide Contacts section from team members
2 votes -
2 votes
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