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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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110 results found

  1. 1 vote

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  2. If the recipient needs to know the document is confidential. I was hoping there may be an option similar to the page numbers and code that is automatically added to a PDF of a PandaDoc document that would add the classification.

    1 vote

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  3. Can you modify the navigation to work better in documents with lots of optional fields?

    1 vote

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  4. Panda is so non user friendly, the black menu bar gets in the way of filling out the document and that happens every time you make an entry. It’s absolutely awful. The same can be said for the user name that pops up, it’s just in the way of filling in the document.

    1 vote

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  5. The document requires a double click on all entries instead of a single click--it is very time consuming and not user friendly at all in that capacity.

    1 vote

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  6. If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.

    10 votes

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  7. Bundling documents is great, however, the organization of selecting documents is not. We should have access to our template folders for document selections. The search box works, but for quicker selection, we should be able to see our template folders.

    7 votes

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  8. 1 vote

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  9. Although the print option is in the ellipsis, it would help with an analog audience to see a print icon at the top menu.
    Recipients need to see how to easily see the ability to print to PDF

    1 vote

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  10. the inline comments to stay highlighted for recipients after sent

    5 votes

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  11. 1 vote

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  12. Let's say you have 5 optional items in the pricing table, A,B,C,D,E. Items B and D are ticked before the document is sent. Client ticks, let's say, option D, after they receive the document. When you edit a document via the "Edit document" button in "Actions" to update and resend ithe document later you have only items B and D checked

    1 vote

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  13. We have some variables that may or may not be the same as others. This means when customer is completing order form they may need to enter the same information more than once. It would be really helpful if there was the option to enter a tickbox that says something like 'Same information as above'

    1 vote

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  14. Document Editing has become miserable in the new update. Not easy to find all of the buttons.

    How do I reassign signing privileges to another individual without deleting the previous signer off?

    Roll back to the old PandaDoc UI / UX because this update is trash.

    1 vote

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  15. Disable Instruction boxes when the recipient receives the document during signing in.

    6 votes

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  16. when you press Next in Ev2 and go to signature, the window to sign won't open (so you need press signature) while in Ev1 it was automatically done.

    1 vote

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  17. 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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  18. Files can be drag and dropped into a collect files field

    1 vote

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  19. There is something very unappealing about PandaDoc. It is the fact that one must consent to a warning that personal data will be gathered. One gets this warning twice: on opening, and before signing. I don’t recall seeing this message with any competitor." Can the number of warnings be reduced or eliminated?

    1 vote

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  20. Far preferred when Send button was on the Right Hand side

    1 vote

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