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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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131 results found

  1. Automatically stop recurring payment in Stripe.

    1 vote

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  2. 1 vote

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  3. As the Admin/Owner, Enterprise account I access this list often. In the Admin Panel: Workspaces - Give option for a dynamic list view of all workspaces. The current view is manual and cumbersome to scroll through when searching through my over 100 workspaces. Giving the ability to filter/sort and add columns in the list view with information about the workspace (e.g., Active users, pending invites, roles activated, etc.).
    And while seeing the logo for each workspace on this screen is a nice to have, if it was an incorrect logo or needed to be updated I couldn't do anything from…

    1 vote

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  4. It would be nice to change the tab order on a document. Like when you are tabbing through the different fields to input information.

    1 vote

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  5. The ability to turn off or on the support chat window. We can also place it where it won't affect the user when using PandaDoc.

    1 vote

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  6. 1 vote

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  7. The ability to define a group of repeating approval groups that could be assigned to multiple templates. You can give the same groups across different templates in its current iteration, but you must set them up manually each time.

    This would allow the groups to be already created and usable for other templates.

    1 vote

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  8. 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.

    1 vote

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  9. type the first letter to search through the list of the countries in the country code selection during the recipient verification instead of scrolling down to find the country

    1 vote

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  10. There should be an option to 'SEARCH' for folders here in the moving document prompt. We have to scroll endlessly when i have to move a file starting with the alphabets which are latter in the sequence.

    1 vote

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  11. The customer would like to have a button that allows them to record the session whenever they are ready. They spend a great deal of time setting up the call with the customer and it records them helping the customer navigate the PD notary and it makes the file size so much bigger. The video that is being recorded is way too long and has too much unusable footage. They feel with a record button, they can minimize this.

    1 vote

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  12. 1 vote

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  13. 1 vote

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  14. There are times where a signature/date is not needed but other times it is. In the case of a form I'm working on where depending on the level of position we are hiring for, The president's signature is needed but for other positions it is not.

    1 vote

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  15. Moving draft documents to a selected PandaDoc folder

    1 vote

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  16. Instead of having to click on a field, then click on properties to see whether or not the field is required, have some visual indication that shows whether a field is optional or required, similar to how the template looks after it is sent.

    1 vote

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  17. Instead of just showing a count of the number of times the variable is used, show the list of occurrences and allow the user to click on an occurrence and be taken to its location in the document.

    1 vote

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  18. Don't show signatures to document participants until the signer completes the process by clicking the Finish button

    1 vote

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  19. 1 vote

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  20. Would like the smart content (conditional logic) to respond quicker.

    I have tried using this recent feature update but finding it extremely slow to react to a click and then display the field corresponding with the selection.

    I would see this as being frustrating for customers so have not implemented due to the slow nature of the dropdowns.

    1 vote

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