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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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167 results found

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

    1 vote

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

    3 votes

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

    2 votes

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  7. 1 vote

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  8. 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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  9. 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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  10. 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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  11. Allowing to set a minimum, maximum, or total amount of checkboxes that need to be selected. For example, we have faculty who need to select 12 workdays outside of the scheduled semester dates. We want to set it up that we have more than 12 checkboxes available to check, but they have to check 12 of them. Currently, it is set up that they are not required, since we would not want them checking all of the boxes.

    3 votes

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  12. Would like the ability to search within the Home screen sections, like the Actions Required tab.

    5 votes

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

    1 vote

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

    1 vote

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

    1 vote

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  16. As a user,
    I want to recieve an e-mail notification when a new chat message has been send in a document.
    so that I don't have to manually check or use the app to be notified of a new message.

    10 votes

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  17. 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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  18. 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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  19. 1 vote

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  20. It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.

    7 votes

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