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7 results found

  1. Set a limit on the number of licenses: when limit is reached, access to join account is denied

    3 votes

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    0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  2. Make the next button more clear when completing fields and signing the document

    14 votes

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    3 comments  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Robert Myers commented  · 

    Suggest to move next next and finished to the top of the page and make it more prominent until the document is completed. This is causing several premature "I completed that already" comments from our customers.

  3. Signature cannot be placed until all required fields are completed

    9 votes

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    1 comment  ·  Ideas to Improve PandaDoc » Fillable Fields & Variables  ·  Admin →
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    Robert Myers commented  · 

    Many of our users are skipping past required fields and going directly to signature. Once at signature they think the document is complete and close the window. We should not allow signature until all required fields are completed.

  4. Make the Finish button more clear

    43 votes

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    6 comments  ·  Ideas to Improve PandaDoc » Usability Improvements  ·  Admin →
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    Robert Myers commented  · 

    Same for us - needs to be front and center. Also should not allow signature of a document until all fields are completed.

  5. [Partner] Restrict workspaces from adding more licenses than allotted

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Settings, Workspaces & User Roles  ·  Admin →
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  6. Automatically remove users from PandaDoc

    2 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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  7. Pass punctuation through into Tokens

    3 votes

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    Idea  ·  0 comments  ·  Ideas to Improve PandaDoc » Other  ·  Admin →
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