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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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167 results found

  1. PandaDoc desktop app

    5 votes

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  2. 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…

    9 votes

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  3. As of now, the "Create Document" button is in the very bottom of PandaDoc module in Husbpot.

    So in cases when there are too many documents per Husbpot Object - user has to scroll down through all of them to be able to click "Create Document".

    Would be great to have this button moved up - above.

    19 votes

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  4. Similar to that of [document.sentdate] and [document.createddate] i am proposing the creation of a system variable that uses the document title so that it can be added into templates so that once you create a document so that you do not have to manually have to type the document title every time and risk having mistakes

    3 votes

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  5. When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".

    25 votes

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  6. when sending the document - display option to "refresh the table of contents"

    similar to when you send a document with variables empty - you are notified.

    Please either automatically "refresh table of contents" or prompt to notify asking if use would like to Refresh.

    3 votes

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  7. ¿Habría alguna posibilidad de incorporar a PandaDoc el bloqueo de una captura de pantalla? Es decir, o bien que no lo permita o bien que el documento apareza en blanco.

    Que solo sea posible su visualización al ser descargado una vez que sea firmado.
    En el caso de utilizarlo con trabajadores para su devolución firmada, realizan captura de pantalla pero no devuelven el documento firmado.

    Gracias

    Un saludo

    1 vote

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

    4 votes

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  9. 1 vote

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  10. If a recipient's email is typed incorrectly, having the ability to update the email address is a great feature that already exists. The label "Change Signer" could be more clear with the label "Change signer or update email".

    1 vote

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  11. Customer would like to have the option not to saved the email address and name of their recipient from their PandaDoc contact list

    1 vote

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  12. We would like to be able to use Bulk Send with the Send via SMS feature.

    1 vote

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  13. Please allow option to send individual messages to recipients when sending a document rather than having to use the chat function. We are required to inform our companies signor of the details of the contract before they sign in a short summary

    3 votes

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  14. Changing many users role is currently very tedious as each one must be changed individually and the page refreshes between each change. Allow users to select mutiple users and bulk edit their role.

    1 vote

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  15. Currently we can't change the role of an invited user. If the incorrect role is selected we have to either wait for them to join the workspace and then change the role, or cancel the invitation and resent.

    1 vote

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  16. Ability for Stripe to produce invoice

    5 votes

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

    2 votes

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  18. 2 votes

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  19. The option to use > and < when defining Conditional Logic for Smart Content.

    19 votes

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  20. The autosnapping is not helpful and actually quite frustrating.

    1 vote

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