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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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169 results found

  1. Fields move automatically with text blocks: link fields to blocks

    fields stay in place and move with content of text blocks ev2

    118 votes

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    18 comments  ·  Usability Improvements  ·  Admin →
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  2. Ability to move through (tab) all fields - Required and Optional Fields (pointing optional fields)

    when fill in a document with optional fields the arrow should point all the fields (required and optional)

    89 votes

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    10 comments  ·  Usability Improvements  ·  Admin →
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  3. Change Document Status Within the Document

    67 votes

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    15 comments  ·  Usability Improvements  ·  Admin →
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    Not planned  ·  Molly Abrams responded

    Hi! We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  4. Ability to Zoom-in and Zoom-out on document with the help of built-in feature

    When signing a document the entire page zoom's and top and bottom action bars are lost. Exception would be to zoom only the document so the call to action bars are kept.

    67 votes

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    6 comments  ·  Usability Improvements  ·  Admin →
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    Not planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    We wanted to share an update regarding zooming in or out of the document. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
    We appreciate your understanding.

  5. Software (offline) version of PandaDoc

    Can i download a software from pandadoc instead of doing everything on the website?

    (offline signing)

    43 votes

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    8 comments  ·  Usability Improvements  ·  Admin →
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  6. Make the Finish button more clear

    Recipients often do not notice the Finish button after signing docs.

    43 votes

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    6 comments  ·  Usability Improvements  ·  Admin →
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  7. Smart Content with "OR" conditional rule, when using variables

    When using Smart Content with conditional rules, would like to have the ability to have another rules "OR" that I can combine with "IF" and "THEN".

    31 votes

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    Idea  ·  0 comments  ·  Usability Improvements  ·  Admin →
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  8. Accessibility: Make PandaDoc disabled accessible

    Accessibility in PandaDoc

    30 votes

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    Idea  ·  7 comments  ·  Usability Improvements  ·  Admin →
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  9. Greater or Less than logic in smart content

    The option to use > and < when defining Conditional Logic for Smart Content.

    20 votes

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    Idea  ·  2 comments  ·  Usability Improvements  ·  Admin →
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  10. Instructional Bubbles to Guide Recipients

    Instructional bubbles to guide recipients in filling out the document,

    18 votes

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    Idea  ·  5 comments  ·  Usability Improvements  ·  Admin →
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  11. no extra page when adding item from content library

    no extra page when adding item from content library

    17 votes

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    Idea  ·  5 comments  ·  Usability Improvements  ·  Admin →
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  12. ev2 wrap text and make text smaller when recipients add long responses to text fields

    ev2 wrap text and make text smaller when recipients add long responses to text fields

    15 votes

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    Idea  ·  1 comment  ·  Usability Improvements  ·  Admin →
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  13. Chat Notification: email notifications for chat messages

    As a user,
    I want to recieve an e-mail notification when a new chat message has been send in a document.
    so that I don't have to manually check or use the app to be notified of a new message.

    11 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  14. Volume-Based Pricing in Catalog Upload/Download

    Allow products with volume-based pricing to be imported (for large tables of products with quantity price breaks) and exported (for backups, archives and transfer).

    With the initial implementation, Volume-Based Pricing can't be imported or exported, and must be done by hand, product by product, in the PandaDoc web portal.

    11 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  15. Warning that text will be cut off in PDF

    If the text entered in a drop-down field is longer than the field, that text will be cut off in the PDF download of the completed document. Display a warning when this is a possibility.

    11 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  16. The ability to edit fields as you are using the 'Tab' button on the keyboard to navigate.

    Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.

    10 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  17. PandaDoc desktop app

    PandaDoc desktop app

    9 votes

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    1 comment  ·  Usability Improvements  ·  Admin →
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  18. Stripe Invoice

    Ability for Stripe to produce invoice

    9 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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  19. collapsible sections/pages

    collapsible sections/pages so a client can minimise or expand sections they're interested or not interested in

    9 votes

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    Idea  ·  1 comment  ·  Usability Improvements  ·  Admin →
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  20. [Bulk Send] Send via SMS

    We would like to be able to use Bulk Send with the Send via SMS feature.

    7 votes

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    0 comments  ·  Usability Improvements  ·  Admin →
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