198 results found
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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.
3 votes -
Search for page numbers in page reordering menu
Search for page numbers in page reordering menu
3 votes -
Improve Variable Input
It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.
3 votes -
Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).
Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).
3 votes -
UX not user friendly
PD was not user friendly enough for them.
3 votes -
Enable scroll wheel on mouse when dragging blocks
The new editor seems to have this function disabled, it was working with the old one. The dragging and scrolling on the new editor is alot slower
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 -
seeing the names of the categories on the left panel when hover over them
seeing the names of the categories on the left panel when hover over them
3 votes -
3 votes
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Send Via Text for Business Monthly Plan
The Send Via Text (SMS) feature would be a great addition to the Business Monthly plan.
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 -
Ability to rename automation
Currently, the automation names are long. Having a way to rename them helps avoid confusion with other automations that have part of their names being the same.
2 votes -
Allow setting of Email Subject (not just message) for Email Templates
Allow users to set an email Subject along with the email message for Email Templates
2 votes -
Search Bar to be in the Default Document View
Suggestion to make the search bar appear in the default view to avoid having to click search every time, just to then have to re-navigate to the search back to enter the search parameters. This would streamline the search process and save extra navigation steps.
2 votes -
User Analytics Report
The user analytics page should include the capability to customize additional columns around user accounts, such as create date, last login date, and last document creation date.
The "User Usage Analytics" Screen should allow the ability to see all users in the tenant, not just ones with an action associated (i.e. if they've never created, sent, modified, etc., When I click the "Save Report" button nothing happens; should download the screen as a report that shows aggregate vs having to export all the data and try to use a pivot table for something so simple.
Need a Workspace report that…
2 votes -
Dashboard auto refresh
Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?
2 votes -
2 votes
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Ability to select the signer in the recipient group
Does PandaDocs have a way to add a group, but allow the users to specifically select someone in that group to sent the template to.
2 votes -
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
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