170 results found
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3 votes
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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 -
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
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2 votes
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Request for Quotation RFQ
Customer would like to have the feature to Request for Quotation RFQ from their clients
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 -
Editor Customization: Ability to resize and move the editor toolbar
Ability to resize and move the editor toolbar
2 votes -
Automatically stop recurring payment in Stripe.
Automatically stop recurring payment in Stripe.
2 votes -
2 votes
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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
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