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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Panda is so non user friendly, the black menu bar gets in the way of filling out the document and that happens every time you make an entry. It’s absolutely awful. The same can be said for the user name that pops up, it’s just in the way of filling in the document.

    1 vote

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  2. The document requires a double click on all entries instead of a single click--it is very time consuming and not user friendly at all in that capacity.

    1 vote

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  3. 1 vote

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  4. Concern of security of Webhooks in the dashboards (users have access into the dashboard and can adjust/delete Webhooks; also no audit capabilities)
    Need to get this behind a security role/wall

    1 vote

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  5. 1 vote

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  6. Add ZWL i.e. Zimbabwean dollar to available currencies.

    1 vote

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. For more information, please click the link below. Have a marvelous day!

  7. Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
    Currently, the new contact has to be completely filled out again.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Ability to make the video thumbnails smaller

    1 vote

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  9. Option to retrieve either the transaction ID or auth code from authorize.net and have it added to a document after the client signed

    1 vote

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  10. In MS Word, you can use fields to link to header names, page numbers, captions - this would be a really helpful tool in PandaDoc. We often have to make minor adjustments to our templates, as clients sometimes ask us to address something specific in their proposal. If I add another section/figure to the document, I need to manually change any references to headings, figures, tables.

    1 vote

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  11. 1 vote

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  12. 1 vote

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    1 comment  ·  Other  ·  Admin →
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  13. This would be particularly useful when sending contracting documents on behalf of our legal counsel.

    1 vote

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  14. For a workflow document, we create a new field and for its location we choose “match text”. We provide text that would be on the document (i.e., “Subcontractor Signature”. It asks for x and y offset from the location, as well as the option to have it look in a certain page range, as well as which occurrence to use should there be more than one match in the document.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  15. checkpoints for new hire employee bundles
    multiple document status (progress bar), percentage to complete, what page they have completed, or page "x of y"

    1 vote

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  16. Manually changing document status in the MS Dynamics iFrame

    1 vote

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  17. Be able to pull data on the best time for your customer base to send documents, that will lead to a higher close rate

    1 vote

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  18. Ability to export selected PDFs from multiple searches in a single batch

    1 vote

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  19. 1 vote

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  20. Time Block

    1 vote

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