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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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170 results found

  1. When you highlight or click into a table cell, it makes white text very hard to see or edit.

    7 votes

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

    3 votes

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  3. When entering multiple emails to who you are going to send the document, the first option should be to add an order of who signs first, 2nd, and so forth. Too many steps to get around it. Making it very complicated.

    2 votes

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  4. 1 vote

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  5. It would be helpful if we were able to run a report based on Updated Date and not just by Documents Created, Sent, and Completed. There was a time before the reporting had been updated where we could see all document activity for a given day based on the Updated Date. This would give me a complete picture of activity (Created, Sent, Updated, Completed) for that given day. Thanks!

    2 votes

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  6. If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.

    11 votes

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  7. Instead of just showing a count of the number of times the variable is used, show the list of occurrences and allow the user to click on an occurrence and be taken to its location in the document.

    1 vote

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  8. Search for page numbers in page reordering menu

    3 votes

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  9. 1 vote

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  10. Confirm with the client before we charge them when switching to paid plan after trial

    2 votes

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

    3 votes

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  13. Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    10 votes

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  14. 1 vote

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  15. 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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  16. 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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  17. 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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  18. 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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  19. 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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  20. 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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