170 results found
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1 vote
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Send Payment Reminder from overview tab
Have the ability to send a reminder from the overview tab without needing to go to the Payments section.
1 vote -
PandaDoc help menu from Salesforce
Once a document is created from Salesforce (iFrame) the help menu does not exist. It'd be helpful to have a help menu for a single pane of glass experience for the end user. This would also reduce incoming tickets to support as the chat menu would provide instant answers. Additionally, giving them access to the articles allows for a self service support environment.
1 vote -
Ability to filter or disabled integrations in the workflow creation process.
I don't use 99% of the integrations available in workflows. It would be very helpful if a filter tool on the left side of the "Create a workflow" screen allowed me to choose which integrations I want to see workflows for. That way, I don't have to search for exactly what I want. A crude UI/UX example is attached.
1 vote -
The "All Documents" / "Created by me" view should display the name of folders where the documents reside
The "All Documents" view should display the name of folders where the documents reside.
1 vote -
Label "Change Signer" to "Change Signer or Update Email"
If a recipient's email is typed incorrectly, having the ability to update the email address is a great feature that already exists. The label "Change Signer" could be more clear with the label "Change signer or update email".
1 vote -
Allow user role changes for invited users.
Currently we can't change the role of an invited user. If the incorrect role is selected we have to either wait for them to join the workspace and then change the role, or cancel the invitation and resent.
1 vote -
update the auto-snapping feature
The autosnapping is not helpful and actually quite frustrating.
1 vote -
Editable Appcues per workspace
Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.
1 vote -
search bundled documents
Unlock functionality to be able to search document titles or information within bundled documents
1 vote -
The ability to change the default screen when creating a doc in Salesforce to Quick Access instead of My Templates
To have the ability to change the default screen that pops up when creating a new doc in Salesforce, to 'Quick Access'. Currently, the default screen is 'My Templates'.
1 vote -
Global search
Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC
1 vote -
Send documents from PandaDoc Contacts: Automatically assign template role
The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.
1 vote -
Create Health History Form Template
Option for our app to have health history form
for the health service providers.
eg: Dentist, Doctors, etc.1 vote -
Download Reporting Images
Able to download the reporting charts along with the .csv file or provide an
option to download1 vote -
1 vote
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report that shows the phone number of the contacts within that date range
report that shows the phone number of the contacts within that date range
1 vote -
Default View for Catalog
Ability to set up a Default view for the Catalog, that way user can set up their own view and customize it to their liking so that it would show up the same every single time, they want to customize it by name or by item, item description, region, etc.
1 vote -
Allow for a warning message prior to sending when a request for payment is needed but no payment setting turned on.
We are seeing some issues with people sending payment requests with no Payment setting turned on.
Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”
1 vote -
Additional Document List Information
Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.
1 vote
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