4110 results found
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To "unhide" the option to cancel.
The current navigation to the cancelation button is very difficult. It's displayed in settings > Billing which wasn't obvious for the client.
1 vote -
1 vote
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Document warning message: when you edit document make the warning message more visible (red) and indicate you cannot retrieve it
when you edit document make the warning message more visible (red) and indicate you cannot retrive the signed document
1 vote -
1 vote
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Ability to apply logo only on certain pages
apply logo only on certain pages
1 vote -
1 vote
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1 vote
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1 vote
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the price format and the page numbering do not show correctly in PDF documents even though the localization rules are set.
the price format and the page numbering do not show correctly in PDF documents even though the localization rules are set.
Even if the client has German is their interface and recipient language, the PDF shows English version of Page 1 of 2 and US pricing format.
1 vote -
Customize SalesForce PDF trigger
Possibility to auto-link PDF to the object you create the document from and other objects linked to the parent one.
1 vote -
Legal advising software
Integration with Legal advising software to help with agreements
1 vote -
Refresh Document Status in Inbox
Status of document under Inbox does not automatically update/refresh once a document has been signed already. Since the behavior of your app is, it will open a new window to display the doc for signing. Is it possible that upon finishing the esigning process, it will also refresh the inbox page. Pls see below steps to further understand what the user wants to happen.
Steps:1 vote -
Select default window in PandaDoc: Make Inbox pop up first when logging in
Wants to have the Inbox pup-up first everytime a user logs in to his/her PD account, instead of the dashboard.
1 vote -
Log email reminders to Salesforce
Templates are setup to send reminder emails to customers. Is it possible to log those email reminders to Salesforce?
1 vote -
1 vote
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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
1 vote -
System will fill out automatic HEX code
System will fill out automatic HEX code
1 vote -
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 -
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
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