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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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172 results found

  1. 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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  2. 4 votes

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  3. Please allow option to send individual messages to recipients when sending a document rather than having to use the chat function. We are required to inform our companies signor of the details of the contract before they sign in a short summary

    3 votes

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

    3 votes

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  6. 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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  7. Our team works with complex documents consisting of multiple sections. The ability to display the Table of Contents on the left side navigation while the document is being built/edited would be extremely helpful. I understand how to turn that on for display when viewing the completed document, but is there a way to have this function during document creation?

    3 votes

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  8. Option to manually send the document to a new recipient (to a document in "sent" status) instead of sending it automatically

    3 votes

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  9. Ability to upload files in .MSG format.

    3 votes

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  10. Being able to add a URL/Website to the Role Fields when setting up a document.

    3 votes

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  11. Don't show signatures to document participants until the signer completes the process by clicking the Finish button

    3 votes

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  12. Would like the smart content (conditional logic) to respond quicker.

    I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.

    I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.

    3 votes

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  13. Search for page numbers in page reordering menu

    3 votes

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  14. 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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  15. PD was not user friendly enough for them.

    3 votes

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  16. The new editor seems to have this function disabled, it was working with the old one. The dragging and scrolling on the new editor is alot slower

    3 votes

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  17. seeing the names of the categories on the left panel when hover over them

    3 votes

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  18. 3 votes

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

    2 votes

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  20. 2 votes

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