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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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169 results found

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

    1 vote

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  2. 1 vote

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  3. 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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  4. ¿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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  5. 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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  6. 1 vote

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  7. 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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  8. 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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  9. PandaDoc desktop app

    6 votes

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

    4 votes

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  11. 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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  12. 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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  13. 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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  14. The autosnapping is not helpful and actually quite frustrating.

    1 vote

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  15. Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.

    1 vote

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

    1 vote

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

    4 votes

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