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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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160 results found

  1. Ability to upload files in .MSG format.

    3 votes

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  2. Being able to add a URL/Website to the Role Fields when setting up a document.

    3 votes

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  3. Would like the smart content (conditional logic) to respond quicker.

    I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.

    I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.

    3 votes

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  4. Search for page numbers in page reordering menu

    3 votes

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  5. It is time-consuming to place a Text Block and paste/type a variable inside of it. It would be helpful to place variables on a document without dragging text blocks to the document first.

    3 votes

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  6. There is a pop-up that shows when a new document is created and sent from the editor that asks to convert the document to a template, and you can choose that or exit out. Could we allow a setting that removes that pop-up?

    3 votes

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  7. PD was not user friendly enough for them.

    3 votes

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  8. 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

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  9. 3 votes

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  10. seeing the names of the categories on the left panel when hover over them

    3 votes

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  11. The "Log Out" button in the new interface is difficult to locate.

    2 votes

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  12. 2 votes

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  13. The ability for user interface language set in PandaDoc will also reflect in PandaDoc email notifications.

    2 votes

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  14. Ability to add a custom field in the contacts section.

    They would specifically add a section for claim#'s and job #'s.

    2 votes

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

    2 votes

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  16. Is it possible to have an auto scroll feature that would give the notary/presenter to control what documents the borrower/client/recipient are viewing? This would make it easier to go through a document package so that the recipient is on the exact same page as the notary/presenter versus telling them where they should be.

    2 votes

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  17. 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.

    2 votes

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  18. Similar to reporting of Forms responses in exportable format, can we also report on variable fields for Documents generated from a Template?

    2 votes

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  19. Automatically stop recurring payment in Stripe.

    2 votes

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  20. 2 votes

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