Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 1 vote

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  2. 1 vote

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  3. Decline part of the document

    1 vote

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  4. Ideally, when the email is sent from PD it would say "Click here to open the document or Click here to download a PD of the document" This would all be before the document has been signed

    1 vote

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  5. 1 vote

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  6. Sometimes large information fields are unnecessary to display and can cause recipient overwhelm we viewing the document i.e. terms and conditions, images.
    Can a feature like collapsable fields be considered?
    A heading, which can still appear in your document contents has an icon where a hidden field of information can be expanded or collapsed

    1 vote

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  7. Currently if the TOC is too long on the recipient view, they don't have the ability to scroll through it. In order to see the bottom few options, they need to scroll to the last pages of the document. This defeats the purpose of having the TOC on the left menu if you can't see all the options.

    1 vote

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  8. 1 vote

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  9. Right now, upload field in EV1 captures files from recipients and only sender/creator of doc can view and download it. The client would like other recipients to be able to view the files uploaded by another recipient through the upload field.

    1 vote

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  10. Hello,

    Is there a way to export/print a pdf with the bookmarks. Similar to Word, perhaps there's a feature where you can select "turn headers into bookmarks." For large proposals, bookmarks tend to work best over the TOC and provide a better experience for the recipient and a timesaver for us users who have to manually create them

    1 vote

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  11. PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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  12. button in the document which will navigate you to another page in the document

    1 vote

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  13. Client would like the option to save custom colors within pandadoc

    1 vote

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  14. the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    1 vote

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  15. 1 vote

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  16. 1 vote

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  17. Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    1 vote

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  18. 1 vote

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  19. It seems to me that the recipient is not been shown a GDPR / privacy statement about the tracking capabilities withing PandaDoc. Can I change it so that before a user can see the document, he has to accept the GDPR terms?

    1 vote

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  20. 1 vote

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