Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. In the previous edition we could add photos to line items on the table, we did not have to create a catalogue item to do that. Bring back the add a photo option in the text formatting box, a lot of 1 off items get used by companies that do not need to go through the process of building out a catalogue item.

    1 vote

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  2. The title of a form can automatically or manually be changed by form recipients.

    1 vote

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  3. Ticket log for account so users can see what other tickets have been submitted/what others have asked about.

    1 vote

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  4. 1 vote

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  5. Far preferred when Send button was on the Right Hand side

    1 vote

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  6. compress the content in PDF automatically to 25Mb

    1 vote

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  7. would need to have a specific messages attached to every templates i have

    1 vote

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  8. 70% of our b2b clients go through third party financing to pay, so we are unable to track or conduct reporting on the % of clients who sign their contract and agree to the deal (marked complete) and then actually pay and progress all the way through finance (marked paid).

    Please add an option to manually mark completed documents as paid. The absence of this is a real challenge for our reporting.

    1 vote

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  9. It would be very helpful to receive a notification/reminder when you're making a form that ALL people who fill out this form will be notified any time any other person fills out the same form. I would not have spent time making a form if I knew this, as it doesn't serve us to have hundreds of notifications going out over time. It would be better yet if it just didn't do these notifications, but until them, a notification banner on forms would be a time-saver

    1 vote

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  10. Advanced analytics and heatmaps on user mouse movement for specific pages. Help to understand where exactly on the page customers are hung up on .

    1 vote

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  11. 1 vote

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  12. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    1 vote

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  13. 1 vote

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  14. create sub account for another user under the current active account and that user should not be able to view older documents signed

    1 vote

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  15. two factor authentication - pop up window asking to confirm the password

    1 vote

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  16. Would love to be able to use PandaDoc in the A/P department. AP team still has to go into office to sign checks so wanted to see if there was a way to do it digitally in PD.

    This would mean the ability to actually sign a check in PandaDoc for processing.

    1 vote

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  17. Hide IP addresses in document final report

    1 vote

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  18. These used to work in first version..

    1. When dragging a line up or down, I used to hold it towards the top and the page would scroll all the way up so I can drop a line where I want to, now I can only scroll 1 or 2 lines. So it is time consuming.

    2. I can no longer copy & paste any image to a line item, I am forced to use the product catalog, which does not always work for me.

    3. A positive is you know allow me to tab through cells. that is a plus.

    4. I would like to see…

    1 vote

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  19. Looking for a data entry tool. Complex chart cataloging

    1 vote

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  20. Client wants to ensure if the information entered into the form is the right one - e.g. emial field is filled with an email, name field is filled with name etc.

    1 vote

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