4110 results found
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UX not user friendly
PD was not user friendly enough for them.
3 votes -
API
No Open API on the customer side
5 votes -
Custom payment integration
Customer would like to be able to integrate the payment gateway with their proprietary payment processor.
5 votes -
Save chat so you can return to it after leaving the window
Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.
3 votes -
Internal hints, notes within document instead of as comments or in line chat
It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.
11 votes -
restrict uploads to certain users
restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document
1 vote -
Support Vidyard custom links to paste videos
support vidyard custom links (available on the Enterprise plan)
1 vote -
Please can we add an invoice person to a signed Panda Doc -
be able to add an invoice person to a signed Panda doc - often we do not have the invoice person contact info and the signer frequently does not know until after they sign
2 votes -
Switch Workspaces in Salesforce
Would be amazing if we could switch the workspace within the Salesforce iframe instead of having to go into PandaDoc and then back into SF
30 votes -
1 vote
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1 vote
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Linked Content / Content Version Management
Its great to have the file upload option form online storage.
As an additional option would it be possible to authorize access then link to an external resource within a template? This could be limited to pdf documents and accessed in a similar way to the YouTube integration.
This would save users time transferring files and PandaDoc paying for additional storage capacity.
It could also allow for content versions to be managed externally.
For exampleyou have a partners logo pdf on Box.Net
this is linked in all the templates you want it to be shown
if you change partners
…1 vote -
Universal Menu Options
At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.
I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.
2 votes -
Freshworks
Client would like direct integration with freshworks
8 votes -
Dynamically pull images/field data from LogicGate program
Dynamically pull images/field data from LogicGate program
1 vote -
Timeline (Dashboard) updates itself once the contact is updated
We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.
3 votes -
1 vote
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Ability to associate PandaDoc with Accounts, Contacts at the same time (salesforce)
I have the Contact associated with two Accounts in Salesforce and you want to link one document to these 2 Accounts?
2 votes -
UX improvement: More explicit difference between working on a template and working on a document
The Document and Template Editor pages look almost identical. A common first-time user error is creating a document when you think you are creating a template or vice versa. Common for New Hires, New Customers, common support question.
You cant set up an approval workflow on documents, if there was a pop-up that redirected you it would be helpful.
Same with Roles and "why can't I send this document" ... Because you are in a template.
2 votes -
1 vote
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