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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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171 results found

  1. 2 votes

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  2. Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).

    2 votes

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  3. At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.

    I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.

    2 votes

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  4. The Document and Template Editor pages look almost identical. A common first-time user error is creating a document when you think you are creating a template or vice versa. Common for New Hires, New Customers, common support question.

    You cant set up an approval workflow on documents, if there was a pop-up that redirected you it would be helpful.

    Same with Roles and "why can't I send this document" ... Because you are in a template.

    2 votes

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  5. 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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  6. 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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  7. 2 votes

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  8. 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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  9. 2 votes

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  10. I don't use 99% of the integrations available in workflows. It would be very helpful if a filter tool on the left side of the "Create a workflow" screen allowed me to choose which integrations I want to see workflows for. That way, I don't have to search for exactly what I want. A crude UI/UX example is attached.

    1 vote

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  11. The "All Documents" view should display the name of folders where the documents reside.

    1 vote

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  12. 1 vote

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  13. If you go to add a recipient, it is not intuitive to return to the panel to place signatures. Add a button to return to the signature panel.

    1 vote

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  14. ¿Habría alguna posibilidad de incorporar a PandaDoc el bloqueo de una captura de pantalla? Es decir, o bien que no lo permita o bien que el documento apareza en blanco.

    Que solo sea posible su visualización al ser descargado una vez que sea firmado.
    En el caso de utilizarlo con trabajadores para su devolución firmada, realizan captura de pantalla pero no devuelven el documento firmado.

    Gracias

    Un saludo

    1 vote

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  15. 1 vote

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  16. If a recipient's email is typed incorrectly, having the ability to update the email address is a great feature that already exists. The label "Change Signer" could be more clear with the label "Change signer or update email".

    1 vote

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  17. Customer would like to have the option not to saved the email address and name of their recipient from their PandaDoc contact list

    1 vote

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  18. 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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  19. 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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  20. The autosnapping is not helpful and actually quite frustrating.

    1 vote

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