Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. PD was not user friendly enough for them. Went with docusign

    2 votes

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  2. These used to work in first version..

    1. When dragging a line up or down, I used to hold it towards the top and the page would scroll all the way up so I can drop a line where I want to, now I can only scroll 1 or 2 lines. So it is time consuming.

    2. I can no longer copy & paste any image to a line item, I am forced to use the product catalog, which does not always work for me.

    3. A positive is you know allow me to tab through cells. that is a plus.

    4. I would like to see…

    1 vote

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  3. Looking for a data entry tool. Complex chart cataloging

    1 vote

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  4. Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.

    1 vote

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  5. 2 votes

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  6. Disable Chat icon from the live view on the documents

    1 vote

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  7. time to approve success metric

    1 vote

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  8. 1 vote

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  9. I want WILBER.FORCE to be a not only a clothing line also a vision for future fashion. my vision is essentially improve the fashion industry my introducing retro to 2002

    1 vote

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  10. Be able to send a reminder to fill out a form.

    1 vote

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  11. Ability to sell create doc only feature

    1 vote

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  12. native text messaging.

    1 vote

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  13. Particular agencies need to work with vendors that comply with CJIS standards. More information here: https://www.fbi.gov/services/cjis/cjis-security-policy-resource-center

    2 votes

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  14. 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

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  15. 1 vote

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    Idea  ·  1 comment  ·  Other  ·  Admin →
  16. PER CLIENT: I know other e-signature platforms we have used in the past (AdobeSign, DocuSign) allow for complete customization, but I could not find much information on the forums regarding email templates. To create uniformity across client-facing surfaces, our client has requested that we modify the email template used in their esignature requests to include specific (1) stylized fonts, (2) font size, and (3) specialized text, instead of the default PandaDoc font and message body structure.

    1 vote

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  17. create a report from the documents created per recipient

    1 vote

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  18. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily

    1 vote

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  19. Would like to have an option to set up logo for specific e-form not for the whole account/workspace

    1 vote

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  20. I do receive an e-mail saying that the supposedly person has accessed to the platform (name of the person of the link in PandaDoc) not the recipient of the link, which is not true

    1 vote

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