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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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171 results found

  1. 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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  2. Status of document under Inbox does not automatically update/refresh once a document has been signed already. Since the behavior of your app is, it will open a new window to display the doc for signing. Is it possible that upon finishing the esigning process, it will also refresh the inbox page. Pls see below steps to further understand what the user wants to happen.
    Steps:

    1 vote

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  3. Wants to have the Inbox pup-up first everytime a user logs in to his/her PD account, instead of the dashboard.

    1 vote

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  4. There is way too much clicking required for the salesperson to enter in fields. We have to click the field to get it active and then double click to edit. Its death by a thousand clicks. Also, there is no "tab" function to tab to the next editable field. We'd like to see the user experience improved by fewer clicking (go straight to edit mode) and ability to tab to the next fields.

    1 vote

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

    1 vote

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  6. 2 votes

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  7. 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.

    7 votes

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  8. When there is a separate signer and payable contact, the payable contact receives the pop up to pay before they can fully review the invoices/documents. They then have to click the x to review and go to the Pay at the top to Pay. It would be helpful if it was a split screen where they could view the doc on one side with the ability to scroll through it keeping the payment fields visible on the other half to be completed at any time.

    1 vote

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  9. After signing a document to be paid within Panda Docs with Stripe integrations, provide option to forward along the top header in addition to PAY making it easier for the signer to either pay or forward to the correct individual that will be paying the invoice. Currently the 3 dots that need to be clicked to forward within Panda Docs is not intuitive and user friendly.

    1 vote

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  10. 1 vote

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  11. Disable Instruction boxes when the recipient receives the document during signing in.

    6 votes

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  12. For example, for recipients who prefer to print out a PDF of a document to read it on paper, it is hard to read the description for items in a pricing table when the text is greyed out because the optional item feature is enabled for the pricing table.

    2 votes

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  13. When I PDF my quote that has borders and images, the image and borders overlap. Doesn't look very nice. Also, page breaks have not been figured out with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.

    1 vote

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  14. the inline comments to stay highlighted for recipients after sent

    5 votes

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  15. no extra page when adding item from content library

    16 votes

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  16. For example, if there are multiple roles (3+), a disclaimer may help deter confusion for recipients.

    1 vote

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  17. Very recently, PandaDoc changed for the desktop version, so that the left navigation menu collapses automatically when you are not active with the mouse in that window. I really despise this change, but there is no option to do anything else.

    1 vote

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  18. Instructional bubbles to guide recipients in filling out the document,

    18 votes

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  19. For example, if you move the pricing table just a bit, it may snap back to its original spot. Seeking improved functionality with dragging and dropping the pricing table.

    1 vote

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  20. 30 votes

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