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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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160 results found

  1. 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.

    6 votes

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  2. 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

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  3. The first page of the document opens within a second and new pages load as you go through the document. Each page is available for editing almost as soon as you can see it.

    6 votes

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

    5 votes

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

    5 votes

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  6. Prevent variables from moving once filled with data to avoid alignment issues.

    5 votes

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

    5 votes

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

    5 votes

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  9. check word count feature

    5 votes

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  10. Self-sign case - it takes 3 clicks today to fill in an initial or esignature. my client wants to be able to complete this in a 1 click process. in the pandadoc settings, the system should auto remember the selected initial or signature. the behavior he would like would be to click the field and the initial or signature pre populates like Docusign.

    Now if in the inbox, once document is completes - it is roughly a 20-30 second process to go back and load the next document. he wants the next document to appear on the screen, to help…

    5 votes

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  11. Content library items automatically adjust to template page format settings. So CLI in US Letter become A4 formatting if thats what the template is set to.

    5 votes

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  12. There should be an option to 'SEARCH' for folders here in the moving document prompt. We have to scroll endlessly when i have to move a file starting with the alphabets which are latter in the sequence.

    4 votes

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  13. 4 votes

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  14. change color of font on recipients end for filling in fields

    4 votes

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  15. There are a considerable amount of improvement to the Word import option that could enhance PandaDoc customer experience. Firstly, when pulling in documents from Word, customers lose the ability to retain the footer in each section. While setting up a new footer is relatively easy, doing it a hundred times over is tedious and a time-suck. There's also the case where certain items coming in from word just simple don't pull into PandaDoc. Such as the table of contents. There's a table of contents block, however when importing, this is removed completely. Similarly, whenever importing a document that contains a…

    3 votes

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  16. 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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  17. Ability for Stripe to produce invoice

    3 votes

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

    3 votes

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  19. 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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  20. Option to manually send the document to a new recipient (to a document in "sent" status) instead of sending it automatically

    3 votes

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