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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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479 results found

  1. It's not only an update:
    double the cost of our current solution quoteroller.com
    find time to implement it / project manage the implementation...
    lose all client history

    2 votes

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  2. 2 votes

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  3. A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William

    3 votes

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  4. Government firewalls are very strict and does not pass PD docs.

    1 vote

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  5. Client would like to be able to sort PandaDoc contacts by last name in alphabetical order

    3 votes

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  6. Allow to sync and import contacts from the mobile device

    1 vote

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  7. In addition to creating documents, customers would also like to create slideshow/ppt presentations

    8 votes

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  8. 1 vote

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  9. AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.

    4 votes

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  10. Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.

    3 votes

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  11. 2 votes

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  12. Immediate payment option in billing page

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. 1 vote

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  16. 2 votes

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  17. When a proposal is completed need to make a PO from there to place an order with a vendor

    1 vote

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  18. Merging PandaDoc contacts to preserve the documents associated with each contact (for contacts that have multiple emails).

    11 votes

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  19. If you type in that variable that has missing info, it populates back to the contact library. (ie: Contact is missing title, so it doesn't populate. When you manually add in the title on the document, it updates the contact.)

    2 votes

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  20. 1 vote

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