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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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165 results found

  1. PandaDoc desktop app

    5 votes

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  2. As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.

    So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".

    Would be great to have this button moved up - above.

    19 votes

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  3. When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".

    25 votes

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  4. There are a considerable amount of improvement to the Word import option that could enhance PandaDoc customer experience. Firstly, when pulling in documents from Word, customers lose the ability to retain the footer in each section. While setting up a new footer is relatively easy, doing it a hundred times over is tedious and a time-suck. There's also the case where certain items coming in from word just simple don't pull into PandaDoc. Such as the table of contents. There's a table of contents block, however when importing, this is removed completely. Similarly, whenever importing a document that contains a…

    7 votes

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  5. when sending the document - display option to "refresh the table of contents"

    similar to when you send a document with variables empty - you are notified.

    Please either automatically "refresh table of contents" or prompt to notify asking if use would like to Refresh.

    3 votes

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  6. We would like to be able to use Bulk Send with the Send via SMS feature.

    1 vote

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  7. Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

    1 vote

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  8. Currently we can't change the role of an invited user. If the incorrect role is selected we have to either wait for them to join the workspace and then change the role, or cancel the invitation and resent.

    1 vote

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  9. The "Log Out" button in the new interface is difficult to locate.

    2 votes

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  10. 2 votes

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  11. The ability for user interface language set in PandaDoc will also reflect in PandaDoc email notifications.

    2 votes

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  12. Ability for Stripe to produce invoice

    4 votes

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  13. Ability to add a custom field in the contacts section.

    They would specifically add a section for claim#'s and job #'s.

    2 votes

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  14. The option to use > and < when defining Conditional Logic for Smart Content.

    19 votes

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  15. The autosnapping is not helpful and actually quite frustrating.

    1 vote

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  16. Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.

    1 vote

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  17. Unlock functionality to be able to search document titles or information within bundled documents

    1 vote

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  18. We have clients who don't provide us with any of the emails of the enrolled participants in our program. However, we need them to sign our documents. DocuSign has a feature that solves this (PowerForm) that I have used previously.

    3 votes

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  19. Have the auto reminders count business days not calendar days. No weekends being counted.

    3 votes

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  20. To have the ability to change the default screen that pops up when creating a new doc in Salesforce, to 'Quick Access'. Currently, the default screen is 'My Templates'.

    1 vote

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