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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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172 results found

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

    2 votes

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  3. 2 votes

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  4. 2 votes

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

    19 votes

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

    1 vote

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

    1 vote

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

    3 votes

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  11. Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.

    4 votes

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  12. 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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  13. Option to disable or customize this prompt (by adding custom team options) when a new user joins.

    2 votes

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  14. Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC

    1 vote

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  15. The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.

    1 vote

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  16. Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?

    3 votes

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  17. Would like the ability to search within the Home screen sections, like the Actions Required tab.

    5 votes

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  18. Option for our app to have health history form
    for the health service providers.
    eg: Dentist, Doctors, etc.

    1 vote

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  19. Able to download the reporting charts along with the .csv file or provide an
    option to download

    1 vote

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  20. Customer would like to have the feature to Request for Quotation RFQ from their clients

    1 vote

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