100 results found
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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 -
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 -
Improve intuitiveness for signer to forward a signed doc for payment
After signing a document to be paid within Panda Docs with Stripe integrations, provide option to forward along the top header in addition to PAY making it easier for the signer to either pay or forward to the correct individual that will be paying the invoice. Currently the 3 dots that need to be clicked to forward within Panda Docs is not intuitive and user friendly.
1 vote -
1 vote
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Borders Overlapping Images in PDF
When I PDF my quote that has borders and images, the image and borders overlap. Doesn't look very nice. Also, page breaks have not been figured out with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.
1 vote -
Mobile/Web App will be able to complete a document when there are internet interruptions.
Mobile/Web App will be able to complete a document when there are internet interruptions.
1 vote -
The ability to add a disclaimer to a Form.
For example, if there are multiple roles (3+), a disclaimer may help deter confusion for recipients.
1 vote -
Fix navigation menu to avoid collapsing: Don't like collapsing navigation menu. There's no option to fix this recent change.
Very recently, PandaDoc changed for the desktop version, so that the left navigation menu collapses automatically when you are not active with the mouse in that window. I really despise this change, but there is no option to do anything else.
1 vote -
Improved functionality with the pricing table
For example, if you move the pricing table just a bit, it may snap back to its original spot. Seeking improved functionality with dragging and dropping the pricing table.
1 vote -
Loading Documents on a new tab
Allow documents to load when they are opened in new tab even if you are on a different tab
1 vote -
I would like to see a command for the insert section below, like insert row below.
I would like to see a command for the insert section below, like insert row below.
1 vote -
1 vote
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