65 results found
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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.
6 votes -
change color of font on recipients end for filling in fields
change color of font on recipients end for filling in fields
6 votes -
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 votesLindsey Schocke responded
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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 votesValeryia Baranava responded
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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 -
To support additional language, Hebrew
Currently the Hebrew language is not supported in PandaDoc. As this language is unavailable it has not been possible to implement PandaDOC fully in our region.
3 votes -
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option
Move the "Action required, waiting for others, finalized..." tabs to sit next to the "Home and Team Dashboard" option at the top of the screen
3 votes -
Split Payment for PandaDoc Subscription
Have the ability to split your payment for the subscription (for example, if the amount is larger than credit card limit)
3 votes -
Keyboard Shortcuts for adding fields
When creating a large number of documents for signature in a healthcare context, document workers need every advantage they can get which includes keyboard shortcuts. Other signature tools we've used have had these and they are a life saver. Please add!
I've attached a sample!
3 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:
3 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.
3 votes -
Shift locking boxes
So like in photoshop, when you hold shift it locks it on the horizontal axis or the vertical axis, so this would help massively when trying to align a check box with two different points. As when your trying to align a check box or any other box it goes a bit crazy with the snapping, it would make it cleaner and much more accurate to align multiple boxes.
3 votes -
Reorder columns in Data Reports
A way to reorder columns in the document data reports
2 votes -
Installment: Allow custom percentage or percentage with decimal
Right now, when setting up installment schedule, you can only set whole number percentages. Allow custom percentage or percentage with decimal like %5.2
2 votes -
Get a pop-up notification from the app when one of your clients signs a contract
Get a pop-up notification from the app when one of your clients signs a contract
2 votes
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