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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7004 results found

  1. Improve Form results user experience, meaning instead of downloading the results as a csv file, that is not the best user experience we could:

    1 - Open form results and statistics on our platform where users could see the form results over time, trends and other potential data.

    2 - Have one or more integration actions such as Open Results on Google Sheets or Open Results on Online Office Excell.

    Option 1
    Pros:
    - Brings more value for our clients, as we can continue to improve the user experience and the capabilities of our product.
    - We can reuse some…

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. automatically add the document owner signature to a document when it is completed by other recipients

    https://pandadoc.zendesk.com/agent/tickets/466863

    1 vote

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  3. My suggestion was that if we agree that viewed 1 time for 1 sec indicates antivirus email filter rather than a person, then maybe the expected behavior is that it should be excluded from the view count OR flagged in some way with a warning that it may not have been really viewed.

    2 votes

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  4. yes or no option as a fillable field

    2 votes

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  5. When hovering the cursor over fields marked not required, recipients will see the word 'Optional'.

    4 votes

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  6. Allowing Canva DOCS to be utilized in Panda

    2 votes

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  7. Depending if a Text Field is filled out allow it to trigger to another Text Field to not require to filled out.

    For example: if a SSN Text field is filled in, the following fillable field of the EIN number would then trigger to turn off the required.

    6 votes

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  8. 1 vote

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  9. 2 votes

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  10. As the Admin/Owner, Enterprise account I access this list often. In the Admin Panel: Workspaces - Give option for a dynamic list view of all workspaces. The current view is manual and cumbersome to scroll through when searching through my over 100 workspaces. Giving the ability to filter/sort and add columns in the list view with information about the workspace (e.g., Active users, pending invites, roles activated, etc.).
    And while seeing the logo for each workspace on this screen is a nice to have, if it was an incorrect logo or needed to be updated I couldn't do anything from…

    3 votes

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  11. Please include template name in the import email when catalog items are updated with a new csv import. This will help us know which templates were updated when the catalog import was completed.

    4 votes

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  12. Group different content blocks together to drag and move them around easily. For example, if you have a half-page layout that you want to duplicate and move to another page while keeping the current margins, spacing, order, formatting, etc., you can group the content pieces together then duplicate and drag the entire block to a new location.

    15 votes

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  13. 1 vote

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  14. Keyboard shortcuts to fill in fillable fields

    1 vote

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  15. Integration with Orecs

    1 vote

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  16. The ability to have multiple decimal points in a price so rather than just having .15 cents you could have .015 or .0015.

    1 vote

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  17. Delete a role and related fields at the time of document creation. If the role is deleted, it may assign the remaining fields to an assigned role.

    7 votes

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  18. the ability of an approver to turn off the approval notification email whenever a document is sent for approval

    6 votes

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    0 comments  ·  Approvals  ·  Admin →
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  19. Currently you can hyperlink to a template, but it doesn't work unless the user is signed in first. It should present a sign in page and then grant access to the template once signed in. Support acknowledged the issue but has no intention of solving it, which is super bizarre.

    1 vote

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  20. Reset signature field even if it was set before document is sent.

    1 vote

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