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.
Luke Gibbons
shared this idea
-
Just to reiterate the importance of bringing all the menus together. Our team constantly finds it difficult to navigate PandaDoc to find the options like "duplicate document" or "change document status" - these should all be accessible from the menu within the document view, without having to navigate out, search for the document and use the ellipsis menu in the document list view.