Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Right now, upload field in EV1 captures files from recipients and only sender/creator of doc can view and download it. The client would like other recipients to be able to view the files uploaded by another recipient through the upload field.

    1 vote

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  2. Hello,

    Is there a way to export/print a pdf with the bookmarks. Similar to Word, perhaps there's a feature where you can select "turn headers into bookmarks." For large proposals, bookmarks tend to work best over the TOC and provide a better experience for the recipient and a timesaver for us users who have to manually create them

    1 vote

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  3. PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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  4. button in the document which will navigate you to another page in the document

    1 vote

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  5. Client would like the option to save custom colors within pandadoc

    1 vote

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  6. the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    1 vote

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  7. 1 vote

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  8. 1 vote

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  9. Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    1 vote

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  10. 1 vote

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  11. It seems to me that the recipient is not been shown a GDPR / privacy statement about the tracking capabilities withing PandaDoc. Can I change it so that before a user can see the document, he has to accept the GDPR terms?

    1 vote

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  12. Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    1 vote

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  13. 1 vote

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  14. 1 vote

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  15. 1 vote

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  16. The customer would like to be able to change the answers provided by customers within fields. In his case it is to match his records on file with what is provided to him. In case a customer neglected to fill something out.

    1 vote

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  17. Send document via text.

    1 vote

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  18. ev2 click on the images and see them full screen

    1 vote

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  19. Implement an ablity to create a link to a certain place in the document

    1 vote

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  20. 1 vote

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