147 results found
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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 -
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 -
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 voteLindsey Schocke responded
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Invoices with built in due dates, amounts due, and reminders
The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.
1 vote -
1 vote
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type the first letter to search through the list of the countries in the country code selection during the recipient verification
type the first letter to search through the list of the countries in the country code selection during the recipient verification instead of scrolling down to find the country
1 vote -
Flatten all variables from a document into editable text that carries over into a converted template
1 voteValeryia Baranava responded
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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 -
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 -
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 -
1 vote
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Document Sensitivity
If the recipient needs to know the document is confidential. I was hoping there may be an option similar to the page numbers and code that is automatically added to a PDF of a PandaDoc document that would add the classification.
1 vote -
Make Start - Next - Finish navigation buttons work better with multiple fields
Can you modify the navigation to work better in documents with lots of optional fields?
1 vote -
Black Bar menu gets in the way
Panda is so non user friendly, the black menu bar gets in the way of filling out the document and that happens every time you make an entry. It’s absolutely awful. The same can be said for the user name that pops up, it’s just in the way of filling in the document.
1 vote -
Single click on ALL entries
The document requires a double click on all entries instead of a single click--it is very time consuming and not user friendly at all in that capacity.
1 vote -
1 vote
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