85 results found
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collapsible sections/pages
collapsible sections/pages so a client can minimise or expand sections they're interested or not interested in
13 votes -
The ability to edit fields as you are using the 'Tab' button on the keyboard to navigate.
Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.
12 votesValeryia Baranava responded
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PandaDoc desktop app
PandaDoc desktop app
10 votes -
Changing tab order
It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.
9 votes -
Disable Instruction boxes (Start, Next, Finish) when the recipient receives the document during signing in.
Disable Instruction boxes when the recipient receives the document during signing in.
8 votes -
Export variables value
Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?
7 votesLindsey Schocke responded
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'Search Bar' in move documents
There should be an option to 'SEARCH' for folders here in the moving document prompt. We have to scroll endlessly when i have to move a file starting with the alphabets which are latter in the sequence.
7 votes -
Set a specific amount of checkboxes as required
Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.
6 votes -
6 votes
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change color of font on recipients end for filling in fields
change color of font on recipients end for filling in fields
6 votes -
Ability to choose which documents statuses show in the tabs on the Home screen
Currently, there are preselected statuses chosen for each tab (Actions Required, Waiting for Others, Finalized) on the Home screen. Would like to ability to change these.
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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SMS: Notification
ability to enable sms notification when documents are sent, viewed and completed
5 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.
5 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.
5 votes -
change recipients
Ability to edit a recipient after a doc is sent, without having to edit the doc.
5 votesHi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
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Allow user role changes for more than one member at a time
Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.
4 votes -
Presentation mode: hide selected pages
Would like to hide certain pages from presentation mode
4 votes -
Open multiple workspaces all at once in different tabs
Allow for multiple workspaces to be open at once (on different tabs)
4 votes -
Universal Menu Options
At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.
I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.
4 votes -
Automatically open next document awaiting approval after one is approved
Automatically open the next document waiting for approval after one is approved, to make it faster to go through multiple approvals.
3 votes
