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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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165 results found

  1. 1 vote

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  2. I'd like to be able to adjust the width of the table headers within the Documents page or have the ability to remove/hide columns I don't need

    1 vote

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  3. report that shows the phone number of the contacts within that date range

    1 vote

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  4. Ability to set up a Default view for the Catalog, that way user can set up their own view and customize it to their liking so that it would show up the same every single time, they want to customize it by name or by item, item description, region, etc.

    1 vote

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  5. Ability to resize and move the editor toolbar

    1 vote

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  6. We are seeing some issues with people sending payment requests with no Payment setting turned on.

    Allow for a warning message prior to sending where it says something like “We see you need to collect payment, but didn’t add the Payment option for your signer. Would you like to add this?”

    1 vote

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  7. 1 vote

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  8. Currently the document list has Title, Status, Value, and Modified date. It would be nice if other data were available like the number of documents within the document and the number of attachments attached to a document.

    1 vote

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  9. It would be really nice if there was a way to see how many accounts I am paying for with my card. Some way to locate duplicate accounts would be great.

    1 vote

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  10. The ability to send an invoice with amounts due and when. For instance, we require a 50% deposit 3 days after the contract is signed and then the final payment is due 48 hours before delivery. We should be able to build these dates and amounts due into the invoice and reminders should be automated as well as the ability to make the payments automatically.

    1 vote

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  11. 1 vote

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  12. As the Admin/Owner, Enterprise account I access this list often. In the Admin Panel: Workspaces - Give option for a dynamic list view of all workspaces. The current view is manual and cumbersome to scroll through when searching through my over 100 workspaces. Giving the ability to filter/sort and add columns in the list view with information about the workspace (e.g., Active users, pending invites, roles activated, etc.).
    And while seeing the logo for each workspace on this screen is a nice to have, if it was an incorrect logo or needed to be updated I couldn't do anything from…

    1 vote

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  13. The ability to turn off or on the support chat window. We can also place it where it won't affect the user when using PandaDoc.

    1 vote

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  14. type the first letter to search through the list of the countries in the country code selection during the recipient verification instead of scrolling down to find the country

    1 vote

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  15. The customer would like to have a button that allows them to record the session whenever they are ready. They spend a great deal of time setting up the call with the customer and it records them helping the customer navigate the PD notary and it makes the file size so much bigger. The video that is being recorded is way too long and has too much unusable footage. They feel with a record button, they can minimize this.

    1 vote

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  16. 1 vote

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  17. 1 vote

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  18. 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.

    1 vote

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  19. Instead of just showing a count of the number of times the variable is used, show the list of occurrences and allow the user to click on an occurrence and be taken to its location in the document.

    1 vote

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  20. 1 vote

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