170 results found
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Reporting documents by Updated Date
It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!
2 votes -
Confirm with the client before we charge them when switching to paid plan after trial
Confirm with the client before we charge them when switching to paid plan after trial
2 votes -
Improve algorithm for Viewed Proposal detection (client spam filter opening links)
Many of our sent proposals are being marked as Viewed even though the client has yet to open the URL. This is due to their strong spam filters opening the links automatically in a sandbox environment before delivering the email as safe to the staff mailbox.
Two items that could improve accuracy for the Panda view status here:
1) How long after sending did the link/s get opened? If it was within 1-2 minutes it is highly likely a spam filter
2) Consider including an extra link in the body of the email. If this was clicked within seconds of…
2 votes -
Add a verbiage that the second page is the continuation of the same pricing table
if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table
2 votes -
Proposals that can convert to Contracts
It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.
2 votes -
Presentation mode: hide selected pages
Would like to hide certain pages from presentation mode
2 votes -
The ability to darken the text in the pricing table when option item is enabled.
For example, for recipients who prefer to print out a PDF of a document to read it on paper, it is hard to read the description for items in a pricing table when the text is greyed out because the optional item feature is enabled for the pricing table.
2 votes -
2 votes
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Open a new window when clicking a menu item
If you're working on a Document and click an item from the menu (e.g. Content Library, Templates, Catalogue) it opens up in the same window. When you need to go back to working on your Document , you need to navigate back to it through the menu. There's a work around by manually coping the link, opening a tab and the pasting it. It would be great if a new window/tab opens whenever you click on an item from the menu.
2 votes -
2 votes
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Section where all fields on doc are grouped so you can see them all at once
UX improvement - section where all fields on doc are grouped so you can see them all at once (similar to how variables is)
2 votes -
2 votes
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Pricing table items pulled from Salesforce should respect the current order in Salesforce, not the order in which items were added
Sometimes users need to change products in Salesforce based on the interaction with the customer. They can use the Salesforce reorder tool to put the items in the desired order. But it seems PandaDoc does not respect the new order in Salesforce-- it still enters items in the order they were added. The users then need to reorder the items in the generated document. We are trying to minimize users' need to change the document once generated to minimize errors.
1 vote -
hide redirect URL on a document
Ability to hide the redirect URL on a document and only show once the link is clicked
1 vote -
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?
1 vote -
Disable Payment Dashboard Icon
Would like remove the icon to have less "noise" within the PandaDoc platform
1 vote -
Categorize Saved Messages
Allow saved messages to be categorized, to make it easier to locate the message you are looking for to use as a template, rather than having to scroll through the entire list.
1 vote -
Making the first and last names required in Contacts
The client would like to make the first and last names required when creating or adding new contacts, as the only currently required field is the Email Address. This change would help avoid displaying the email address in signatures instead of names.
1 vote -
Easier access to numbering (sequence)
Hello, I would like to suggest moving the document numbering (sequencing) to enable easier access to the feature.
Now, I have to go:
- Document info
- Settings
- Document sequence
- Click on dropdown
- Choose a sequence
- Click apply
We adopted sequencing as contracts numbering, so it goes through 99% of our documents, and it's way too many steps to take for such a repetitive feature.
IMHO, it can be moved and added:
(i) as an optional choice on the document creation screen under "Add document recipients" section,
(ii) next to "Updated X minutes ago" in the top menu of the document, or…1 vote -
Add Move button to a completed document
Add a Move button so after a document is completed it can be placed in a relevant folder without going to another web page.
1 vote
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