7459 results found
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1 vote
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In the team dashboard to show just the completed status on the finalized view, and will not show signed
In the team dashboard to show just the completed status on the finalized view, and will not show signed
3 votes -
Improvements to help manage approval workflows that contain invalid or removed users.
The system prevents a user from saving or enabling an approval workflow on a template if it contains inactive or unlicensed approvers but it is unclear why you can't save the workflow.
Some enhancements to improve this process would be:
Highlighting inactive users: The system should visually indicate which users in the workflow are no longer active or licensed.
Allowing partial saves: The ability to save a workflow even if it has invalid users, rather than blocking the entire action, would allow for easier troubleshooting and management.
Prompting the user that the approval workflow cannot be activated because it contains…
2 votes -
Track document changes (redlining) with AI assitant
The customer needs to track the changes made to the document content using redlining / suggest edits feature
4 votes -
Remove the locked in lines on the forms and change font size
Make the forms so that when placing the signature block on the page the signature doesn't lock into a random line that doesn't line up with actual signature line and change the default signature font size to 12 instead of 15 so it fits on most forms.
1 vote -
Allow uploading additional files (editable .docx) to an existing document via the Embedded Document Editor
Enable the ability to upload additional files (editable .docx files) to existing documents within the Embedded Document Editor.
2 votes -
Reduce Whitespace in Quote Builder
Our quote builder is set up like an excel document, and used to fit nicely on a single landscape excel page. With PandaDoc there is so much wasted space, and column text gets ultra skinny because you aren't able to reduce column and row margins enough.
1 vote -
Issue with recipient groups when creating docs from templates
Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.
2 votes -
Rooms: option to use custom fonts
Inherit custom fonts uploaded and available in Templates when creating or editing the Home page
3 votes -
Make KML files a supported file for attachements
We use PandaDoc for reports (along with proposals) and we need to be able to attach KML files (Google Earth). We used to be able to do this, but the new update removed the ability to attach a KML file to a report or proposal.
1 vote -
Two-way sync of PandaDoc Status and Salesforce at the QUOTE stage, not the Opportunity.
Two-way sync of PandaDoc Status and Salesforce at the QUOTE stage, not the Opportunity.
1 vote -
Have a docx or PDF document that is screen reader accessible on pleading paper
Have a docx or PDF document that is screen reader accessible on pleading paper
2 votes -
2 votes
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Ability to sort folders/files in PandaDoc Room
When creating a PandaDoc room or adding files/folders, it would be good to be able to control the sort order - or even if it defaults to sort by file/folder name. Then, Clients can be trained to use a standardized folder structure. E.g.:
01Contract
02Onboarding Docs
03Kickoff Call Notes
04Deliverables
05_FAQ Resources1 vote -
Hot keys for bulleted and numbered lists
Hotkeys for adding bullets and numbered lists (e.g.Command + Shift + 7 or 8)
1 vote -
Option to hide a line item so signer cannot see it
Option to hide a line item so the signer cannot see it, only the sender can see the item
2 votes -
"No Payment Collection" UI visibility on Quote builder with no Payment gateway configured
"No Payment Collection" button is showing in draft documents even when payment collection is disabled.
There is nothing to disable in Settings Payment gateway since there is no Payment gateway configured. The Message only appears when the Quote Builder is selected3 votes -
Ability to unzip files with overly long file names
Be able to to unzip downloaded files with overly long file names.
1 vote -
"Back" in browser exits Rules Builder inside Quote Builder back into menu. Stop this
When editing the details the rules inside of a quote, make "back" take you to the quote page, rather than exiting out of the template altogether
1 vote -
Approval Workflow: Multiple Groups at the Same Stage (Parallel Approval Groups)
Allow multiple approval groups to approve at the same stage of a workflow. For example, Groups 1 and 2 could approve simultaneously, and only after both groups approve would Group 3 be able to approve.
2 votes
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