170 results found
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Bundling Documents, not only templates
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 -
1 vote
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Add print icon at the top menu for recipients to easily see how to print to PDF
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 PDF1 vote -
inline comments to stay highlighted for recipients after sent
the inline comments to stay highlighted for recipients after sent
5 votes -
1 vote
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Save (do not reset) ticked line items (products) in a pricing table after the "Edit document" button is clicked (document is edited)
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 -
Tick box near variables so if selected it automatically copies variables from somewhere else on the form to avoid duplicating work
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 -
UI / UX Update Is not Easy to Use
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 -
Disable Instruction boxes (Start, Next, Finish) when the recipient receives the document during signing in.
Disable Instruction boxes when the recipient receives the document during signing in.
6 votes -
Automatically show of Signature box after clicking Next
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 -
Be able to return to the Inbox on the completed document screen (rather than going to a new tab or re-opening PandaDoc).
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 -
Collect files drag and drop
Files can be drag and dropped into a collect files field
1 vote -
Personal data collection warning
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 -
Send button on the right hand side
Far preferred when Send button was on the Right Hand side
1 vote -
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
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