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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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172 results found

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

    2 votes

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  2. 2 votes

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  3. 2 votes

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

    2 votes

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  5. When opening a new or existing document, it would be great if it would always open automatically in a new tab. This would make changing between different documents easier.

    2 votes

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  6. Automatically stop recurring payment in Stripe.

    2 votes

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  7. 2 votes

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  8. To remove the functionality when you click on the properties icon and click on the blank space between the document body and the right panel, it will show the Template or Document Details

    2 votes

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  9. Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:

    2 votes

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  10. Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.

    2 votes

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  11. 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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  12. A faster way to send another document after completing the previous invite. At the moment it takes 3+ clicks. Make it 1 click

    2 votes

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  13. 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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  14. 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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  15. 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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  16. 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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  17. 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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  18. Would like to hide certain pages from presentation mode

    2 votes

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

    2 votes

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  20. 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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