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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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160 results found

  1. Unlock functionality to be able to search document titles or information within bundled documents

    1 vote

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

    2 votes

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  3. 2 votes

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  4. To have the ability to change the default screen that pops up when creating a new doc in Salesforce, to 'Quick Access'. Currently, the default screen is 'My Templates'.

    1 vote

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

    2 votes

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  6. Ability to add a custom field in the contacts section.

    They would specifically add a section for claim#'s and job #'s.

    2 votes

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  7. 1 vote

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  8. Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC

    1 vote

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  9. The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.

    1 vote

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  10. 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

    1 vote

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  11. 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…

    3 votes

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  12. Option for our app to have health history form
    for the health service providers.
    eg: Dentist, Doctors, etc.

    1 vote

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  13. Able to download the reporting charts along with the .csv file or provide an
    option to download

    1 vote

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  14. Customer would like to have the feature to Request for Quotation RFQ from their clients

    1 vote

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  15. Option to disable or customize this prompt (by adding custom team options) when a new user joins.

    2 votes

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  16. Don't trap people promising free templates, forcing them to create an account, then asking money to actually use the "free" template, and nowhere to be seen a button to delete the user account. I am reporting this website to the BBB and to TP. Unethical to say the least. Shame on the app architect.

    1 vote

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  17. We have clients who don't provide us with any of the emails of the enrolled participants in our program. However, we need them to sign our documents. DocuSign has a feature that solves this (PowerForm) that I have used previously.

    3 votes

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  18. Add a option in reporting to see analytics for what tags are being used for in the reporting feature

    1 vote

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  19. 1 vote

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  20. I'd like to be able to adjust the width of the table headers within the Documents page or have the ability to remove/hide columns I don't need

    1 vote

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