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Ideas to Improve PandaDoc: Recipient Experience

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Presentation mode

Presentation mode.
Sales reps create proposals in Pandadoc and present them via zoom so it would be preferred to have the ability to display pages in a slideshow mode as opposed to scrolling page by page.

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Tameeka Gilchrist shared this idea  ·   ·  Admin →

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  • Sarah O'Connor commented  · 

    Client would like to be able to preview what a form will look like without having to publish it

  • Dov Rosenberg commented  · 

    The only workaround we've been able to find for this is to save the document as a pdf and use a pdf viewer to display it. Clunky to say the least.

  • Carla Pittman commented  · 

    I agree. Currently, I have to "send" the document and generate the recipient's link to view

  • Clare Smith commented  · 

    I often want to go back and find a past document but without being able to search the text within that document I have to get every doc sent to that person, open it and look through it, then the system loses the search so i have to search again, go to the next doc, open it and look through it. A search that includes text within documents would be so helpful!