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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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170 results found

  1. 1 vote

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  2. Many of our sent proposals are being marked as Viewed even though the client has yet to open the URL. This is due to their strong spam filters opening the links automatically in a sandbox environment before delivering the email as safe to the staff mailbox.

    Two items that could improve accuracy for the Panda view status here:

    1) How long after sending did the link/s get opened? If it was within 1-2 minutes it is highly likely a spam filter

    2) Consider including an extra link in the body of the email. If this was clicked within seconds of…

    2 votes

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  3. There is a pop-up that shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out. Could we allow a setting that removes that pop-up?

    4 votes

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  4. 1 vote

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  5. It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.

    3 votes

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  6. When a signer is assigned fields in a document, in the recipients list that recipient changes from the grey 'CC' to a red 'Signer'. Looking for the ability to change the color and use multiple colors there.

    4 votes

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  7. Need to have an ability to display revenue on completed documents per month or other specified period in Reporting.

    2 votes

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  8. For new users: Suggest common roles (beyond Sender/Client)

    1 vote

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  9. Reverse the change necessitating clicking Open on All Documents page. The user is already looking at the name - having to move over to Open is an extra step.

    1 vote

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  10. I can see where to filter by templates, but the list is truncated so that I can't see all of the templates at once

    1 vote

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  11. if a pricing table doesn't fit in 1 page and continues on the next (a pdf break appears), we need to be able to add a verbiage that the second page is the continuation of the same pricing table

    2 votes

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  12. If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead

    1 vote

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  13. It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.

    2 votes

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  14. remove Open PandaDoc option from the page once the recipient signs the document.

    Open the document and Open PandaDoc are two different hyperlinks. The first one is created for opening the PandaDoc document and the second one is for the PandaDoc account.

    Your clients do not need to have or see the recommendation about a free trial. They just sign the document and need to open it via their email not via the last page they see once the document is signed.

    https://pandadoc.zendesk.com/agent/tickets/396379

    1 vote

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  15. Mobile/Web App will be able to complete a document when there are internet interruptions.

    1 vote

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  16. Would like to hide certain pages from presentation mode

    2 votes

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  17. The current navigation to the cancelation button is very difficult. It's displayed in settings > Billing which wasn't obvious for the client.

    1 vote

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  18. Allow for multiple workspaces to be open at once (on different tabs)

    2 votes

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  19. when you edit document make the warning message more visible (red) and indicate you cannot retrive the signed document

    1 vote

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  20. the price format and the page numbering do not show correctly in PDF documents even though the localization rules are set.

    Even if the client has German is their interface and recipient language, the PDF shows English version of Page 1 of 2 and US pricing format.

    https://pandadoc.zendesk.com/agent/tickets/393164

    1 vote

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