167 results found
-
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 -
Improve Workspace Loading
When you have over 20 workspaces, in this case hundreds, the loading time to search for one is longer than expected. It can take 20-30 seconds, sometimes longer. This use case has around 500.
2 votes -
Ability to choose colour for contacts
Ability to choose color for contacts so you can filter them by group (f.e. green color for ACME company, yellow - for another company)
2 votes -
Enhance the visibility of the "Log Out" button
The "Log Out" button in the new interface is difficult to locate.
2 votes -
2 votes
-
2 votes
-
Option to disable or customize the "Your team" field that appears when a user is joining an organization
Option to disable or customize this prompt (by adding custom team options) when a new user joins.
2 votes -
Always open a document in a new tab
When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.
2 votes -
Automatically stop recurring payment in Stripe.
Automatically stop recurring payment in Stripe.
2 votes -
2 votes
-
Document details
To remove the functionality when you click on the properties icon and click on the blank space between the document body and the right panel, it will show the Template or Document Details
2 votes -
Change the default screen for creating a document: Make My templates a default page when creating documents
Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:
2 votes -
In the template editor, have a visual cue for if a field is optional or required.
Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.
2 votes -
Signing order usability improvements
When entering multiple emails to who you are going to send the document, the first option should be to add an order of who signs first, 2nd, and so forth. Too many steps to get around it. Making it very complicated.
2 votes -
Send another document in just 1 click
A faster way to send another document after completing the previous invite. At the moment it takes 3+ clicks. Make it 1 click
2 votes -
Reporting documents by Updated Date
It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!
2 votes -
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 -
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 -
Display revenue on completed documents in Reporting.
Need to have an ability to display revenue on completed documents per month or other specified period in Reporting.
2 votes
- Don't see your idea?