110 results found
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7 votes
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UX not user friendly
PD was not user friendly enough for them.
3 votes -
Universal Menu Options
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 -
UX improvement: More explicit difference between working on a template and working on a document
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 -
Color Code Tabs
I have different tags to documents, which has helped differentiate just by looking at the tab, but if we could pick a color for a created tab that would be beneficial.
1 vote -
ability to see the name of the template/document you are going to delete in the pop-up window
ability to see the name of the template/document you are going to delete in the pop-up window
1 vote -
Open a new window when clicking a menu item
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 -
no extra page when adding item from content library
no extra page when adding item from content library
14 votes -
collapsible sections/pages
collapsible sections/pages so a client can minimise or expand sections they're interested or not interested in
9 votes -
Instructional Bubbles to Guide Recipients
Instructional bubbles to guide recipients in filling out the document,
17 votes -
Enable scroll wheel on mouse when dragging blocks
The new editor seems to have this function disabled, it was working with the old one. The dragging and scrolling on the new editor is alot slower
3 votes -
Shift locking boxes
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 -
check word count feature
check word count feature
5 votes -
Collect files field: add download button in preview
At the moment when an image is uploaded via the collect files field and then the image is clicked from inside of the document, the image is just opened in new tab and it is hard for a user to find a way to download it (they have to use the browser's option, right-click on the image and select "Save image as"). The feature request is to add the download button in the file preview to make the process easier and more clear
6 votes -
Expand Folder View on the left hand side panel
Have the option to keep folder section in side panel expanded
5 votes -
2 votes
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check size of files inside PandaDoc
be able to check size of files inside PandaDoc (
1 vote -
Section where all fields on doc are grouped so you can see them all at once
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 -
Accessibility: Make PandaDoc disabled accessible
Accessibility in PandaDoc
28 votes -
seeing the names of the categories on the left panel when hover over them
seeing the names of the categories on the left panel when hover over them
3 votes
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