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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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165 results found

  1. If you're working on a Document and click an item from the menu (e.g. Content Library, Templates, Catalogue) it opens up in the same window. When you need to go back to working on your Document , you need to navigate back to it through the menu. There's a work around by manually coping the link, opening a tab and the pasting it. It would be great if a new window/tab opens whenever you click on an item from the menu.

    2 votes

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  2. So like in photoshop, when you hold shift it locks it on the horizontal axis or the vertical axis, so this would help massively when trying to align a check box with two different points. As when your trying to align a check box or any other box it goes a bit crazy with the snapping, it would make it cleaner and much more accurate to align multiple boxes.

    2 votes

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  3. 2 votes

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  4. UX improvement - section where all fields on doc are grouped so you can see them all at once (similar to how variables is)

    2 votes

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  5. 2 votes

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  6. We would like to be able to use Bulk Send with the Send via SMS feature.

    1 vote

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  7. Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

    1 vote

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  8. Currently we can't change the role of an invited user. If the incorrect role is selected we have to either wait for them to join the workspace and then change the role, or cancel the invitation and resent.

    1 vote

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  9. The autosnapping is not helpful and actually quite frustrating.

    1 vote

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  10. Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.

    1 vote

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  11. Unlock functionality to be able to search document titles or information within bundled documents

    1 vote

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  12. To have the ability to change the default screen that pops up when creating a new doc in Salesforce, to 'Quick Access'. Currently, the default screen is 'My Templates'.

    1 vote

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  13. 1 vote

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  14. Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC

    1 vote

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  15. The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.

    1 vote

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  16. 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

    1 vote

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  17. Option for our app to have health history form
    for the health service providers.
    eg: Dentist, Doctors, etc.

    1 vote

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  18. Able to download the reporting charts along with the .csv file or provide an
    option to download

    1 vote

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  19. Customer would like to have the feature to Request for Quotation RFQ from their clients

    1 vote

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  20. Don't trap people promising free templates, forcing them to create an account, then asking money to actually use the "free" template, and nowhere to be seen a button to delete the user account. I am reporting this website to the BBB and to TP. Unethical to say the least. Shame on the app architect.

    1 vote

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