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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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131 results found

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

    3 votes

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  2. As the Admin/Owner, Enterprise account I access this list often. In the Admin Panel: Workspaces - Give option for a dynamic list view of all workspaces. The current view is manual and cumbersome to scroll through when searching through my over 100 workspaces. Giving the ability to filter/sort and add columns in the list view with information about the workspace (e.g., Active users, pending invites, roles activated, etc.).
    And while seeing the logo for each workspace on this screen is a nice to have, if it was an incorrect logo or needed to be updated I couldn't do anything from…

    1 vote

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

    4 votes

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

    2 votes

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  5. Automatically stop recurring payment in Stripe.

    1 vote

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  6. To remove the functionality when you click on the properties icon and click on the blank space between the document body and the right panel, it will show the Template or Document Details

    2 votes

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  7. 1 vote

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

    1 vote

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  9. The ability to turn off or on the support chat window. We can also place it where it won't affect the user when using PandaDoc.

    1 vote

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  10. 1 vote

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  11. The ability to define a group of repeating approval groups that could be assigned to multiple templates. You can give the same groups across different templates in its current iteration, but you must set them up manually each time.

    This would allow the groups to be already created and usable for other templates.

    1 vote

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  12. A faster way to send another document after completing the previous invite. At the moment it takes 3+ clicks. Make it 1 click

    2 votes

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  13. As a user,
    I want to recieve an e-mail notification when a new chat message has been send in a document.
    so that I don't have to manually check or use the app to be notified of a new message.

    1 vote

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  14. Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:

    2 votes

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  15. type the first letter to search through the list of the countries in the country code selection during the recipient verification instead of scrolling down to find the country

    1 vote

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  16. 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.

    1 vote

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  17. The customer would like to have a button that allows them to record the session whenever they are ready. They spend a great deal of time setting up the call with the customer and it records them helping the customer navigate the PD notary and it makes the file size so much bigger. The video that is being recorded is way too long and has too much unusable footage. They feel with a record button, they can minimize this.

    1 vote

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  18. 1 vote

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  19. When you highlight or click into a table cell, it makes white text very hard to see or edit.

    7 votes

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  20. When entering multiple emails to who you are going to send the document, the first option should be to add an order of who signs first, 2nd, and so forth. Too many steps to get around it. Making it very complicated.

    2 votes

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