170 results found
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Invoices with built in due dates, amounts due, and reminders
The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.
1 vote -
1 vote
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Settings to turn on/off support chat icon
The ability to turn off or on the support chat window. We can also place it where it won't affect the user when using PandaDoc.
1 vote -
type the first letter to search through the list of the countries in the country code selection during the recipient verification
type the first letter to search through the list of the countries in the country code selection during the recipient verification instead of scrolling down to find the country
1 vote -
1 vote
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1 vote
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From variable list, see a list of occurrences and click to go to a specific occurrence in the document
Instead of just showing a count of the number of times the variable is used, show the list of occurrences and allow the user to click on an occurrence and be taken to its location in the document.
1 vote -
Flatten all variables from a document into editable text that carries over into a converted template
1 vote -
1 vote
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Documents page - Open
Reverse the change necessitating clicking Open on All Documents page. The user is already looking at the name - having to move over to Open is an extra step.
1 vote -
Ability to adjust filter window size in the Reporting feature
I can see where to filter by templates, but the list is truncated so that I can't see all of the templates at once
1 vote -
.doc warning
If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead
1 vote -
remove Open PandaDoc option from the page once the recipient signs the document.
remove Open PandaDoc option from the page once the recipient signs the document.
Open the document and Open PandaDoc are two different hyperlinks. The first one is created for opening the PandaDoc document and the second one is for the PandaDoc account.
Your clients do not need to have or see the recommendation about a free trial. They just sign the document and need to open it via their email not via the last page they see once the document is signed.
1 vote -
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 -
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 -
[ARCHIVE] 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 -
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 -
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 -
Ability for payable recipient to view Invoice prior to paying, generate invoice before payment
When there is a separate signer and payable contact, the payable contact receives the pop up to pay before they can fully review the invoices/documents. They then have to click the x to review and go to the Pay at the top to Pay. It would be helpful if it was a split screen where they could view the doc on one side with the ability to scroll through it keeping the payment fields visible on the other half to be completed at any time.
1 vote
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