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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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172 results found

  1. Confirm with the client before we charge them when switching to paid plan after trial

    1 vote

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  2. When there is a separate signer and payable contact, the payable contact receives the pop up to pay before they can fully review the invoices/documents. They then have to click the x to review and go to the Pay at the top to Pay. It would be helpful if it was a split screen where they could view the doc on one side with the ability to scroll through it keeping the payment fields visible on the other half to be completed at any time.

    1 vote

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  3. After signing a document to be paid within Panda Docs with Stripe integrations, provide option to forward along the top header in addition to PAY making it easier for the signer to either pay or forward to the correct individual that will be paying the invoice. Currently the 3 dots that need to be clicked to forward within Panda Docs is not intuitive and user friendly.

    1 vote

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  4. 1 vote

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  5. When I PDF my quote that has borders and images, the image and borders overlap. Doesn't look very nice. Also, page breaks have not been figured out with multiple pages using a pricing table. leaves an empty row at the bottom of the page. I can't upload photos because this forum will not let me.

    1 vote

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  6. Mobile/Web App will be able to complete a document when there are internet interruptions.

    1 vote

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  7. For example, if there are multiple roles (3+), a disclaimer may help deter confusion for recipients.

    1 vote

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  8. Very recently, PandaDoc changed for the desktop version, so that the left navigation menu collapses automatically when you are not active with the mouse in that window. I really despise this change, but there is no option to do anything else.

    1 vote

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  9. For example, if you move the pricing table just a bit, it may snap back to its original spot. Seeking improved functionality with dragging and dropping the pricing table.

    1 vote

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  10. Allow documents to load when they are opened in new tab even if you are on a different tab

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  11. I would like to see a command for the insert section below, like insert row below.

    1 vote

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  12. 1 vote

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

    1 vote

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  15. 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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  16. 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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  17. 1 vote

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  18. 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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  19. 1 vote

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  20. 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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