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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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172 results found

  1. PandaDoc desktop app

    9 votes

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  2. 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

    4 votes

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  3. Make decline document button more obvious in the UI

    2 votes

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

    5 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".

    29 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.

    4 votes

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  7. Once a document is created from Salesforce (iFrame) the help menu does not exist. It'd be helpful to have a help menu for a single pane of glass experience for the end user. This would also reduce incoming tickets to support as the chat menu would provide instant answers. Additionally, giving them access to the articles allows for a self service support environment.

    1 vote

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  8. Be able to send a reminder at once by selecting sent documents, within 'Documents' or an entire 'Folder' within 'Documents'

    1 vote

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  9. Ability to choose color for contacts so you can filter them by group (f.e. green color for ACME company, yellow - for another company)

    2 votes

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  10. I don't use 99% of the integrations available in workflows. It would be very helpful if a filter tool on the left side of the "Create a workflow" screen allowed me to choose which integrations I want to see workflows for. That way, I don't have to search for exactly what I want. A crude UI/UX example is attached.

    1 vote

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  11. The "All Documents" view should display the name of folders where the documents reside.

    1 vote

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  12. Ability for Stripe to produce invoice

    9 votes

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  13. If you go to add a recipient, it is not intuitive to return to the panel to place signatures. Add a button to return to the signature panel.

    1 vote

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  14. ¿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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  15. The ability for user interface language set in PandaDoc will also reflect in PandaDoc email notifications.

    4 votes

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  16. 1 vote

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  17. 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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  18. 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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  19. 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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  20. 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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