6460 results found
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Label on the pages
It would be very useful to be able to name the pages of the document in such a way that when an audit of the proposal or contract is carried out, it is possible to know if what the client saw the most was the "pricing" page, the "cover" or which of the particular sections.
3 votes -
Bi-directional contact fields
It would be great to allow for the following when using document automation fields based on PD Contacts:
If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.
3 votes -
I can't copy the text I entered in a field
It'll be easier if I can copy and paste what I entered into the text field so because drag and drop duplicated field may not always be easy.
3 votes -
3 votes
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3 votes
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Wave
can pandadoc to integrate with "Wave" an invoicing / payment platform
3 votes -
email validation supports extended email formats
the email validation feature once turned on should support the extended email addresses formats such as (name@morgan.k12.co.us) - multiple subdomains that operate under the state department of education)
3 votes -
3 votes
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3 votes
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Document tasks
Create and track tasks for specific documents in-app
3 votes -
disable the inbox notification (red indicator)
disable the inbox notification (red indicator)
3 votes -
Page content preview in presentation mode
An optional preview of the page content down the side of a presentation.
3 votes -
Make it easier to open documents in the actual PandaDoc app
I often find myself viewing a document through another application (e.g., opening an email link or using the Chrome extension from Gmail or Copper) and then needing to work on it in the PandaDoc application - but to do that, I have to open a new tab, login, and find the document. These extra steps are tedious (and can take awhile on weak internet connections), and it seems very unnecessary. Thanks for considering this!
3 votes -
Signature Forwarding via link
At present document forwarding and signature forwarding can only be done by pandadoc email, even if the original recipient was sent it via a link. This suggestion is to allow the forwarder to generate a new link for the person they are forwarding to.
This is needed because of 2 problems with email sending
1. Email deliverability - people use links to send documents because they don't want to risk their document getting spam filtered, which can happen quite frequently and unpredictably. As signature forwarding only has a pandadoc email option this means the original email will get through, but…3 votes -
Upload Consensus video in PandaDoc
Have the option to upload videos from Consensus into PandaDoc
3 votes -
Expiration settings on the sent document
Availability to enable/disable "warning email" under expiration settings on the sent document
3 votes -
Add a Suggestion Box
A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William
3 votes -
Data storage - AWS servers
don't wanna store data on Amazon servers.
3 votes -
Sort Contacts by Last name In PD contacts
Client would like to be able to sort PandaDoc contacts by last name in alphabetical order
3 votes -
3 votes
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