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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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172 results found

  1. 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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  2. 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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  3. 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

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  4. 1 vote

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  5. 1 vote

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  6. 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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  7. 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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  8. 1 vote

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  9. 1 vote

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  10. For new users: Suggest common roles (beyond Sender/Client)

    1 vote

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  11. Reverse the change necessitating clicking Open on All Documents page. The user is already looking at the name - having to move over to Open is an extra step.

    1 vote

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  12. I can see where to filter by templates, but the list is truncated so that I can't see all of the templates at once

    1 vote

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  13. If a customer attempts to upload a .doc file (old Microsoft word), give a warning that it is not compatible, and to use .docx instead

    1 vote

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  14. remove Open PandaDoc option from the page once the recipient signs the document.

    Open the document and Open PandaDoc are two different hyperlinks. The first one is created for opening the PandaDoc document and the second one is for the PandaDoc account.

    Your clients do not need to have or see the recommendation about a free trial. They just sign the document and need to open it via their email not via the last page they see once the document is signed.

    https://pandadoc.zendesk.com/agent/tickets/396379

    1 vote

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  15. The current navigation to the cancelation button is very difficult. It's displayed in settings > Billing which wasn't obvious for the client.

    1 vote

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  16. when you edit document make the warning message more visible (red) and indicate you cannot retrive the signed document

    1 vote

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  17. the price format and the page numbering do not show correctly in PDF documents even though the localization rules are set.

    Even if the client has German is their interface and recipient language, the PDF shows English version of Page 1 of 2 and US pricing format.

    https://pandadoc.zendesk.com/agent/tickets/393164

    1 vote

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  18. Status of document under Inbox does not automatically update/refresh once a document has been signed already. Since the behavior of your app is, it will open a new window to display the doc for signing. Is it possible that upon finishing the esigning process, it will also refresh the inbox page. Pls see below steps to further understand what the user wants to happen.
    Steps:

    1 vote

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  19. Wants to have the Inbox pup-up first everytime a user logs in to his/her PD account, instead of the dashboard.

    1 vote

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  20. There is way too much clicking required for the salesperson to enter in fields. We have to click the field to get it active and then double click to edit. Its death by a thousand clicks. Also, there is no "tab" function to tab to the next editable field. We'd like to see the user experience improved by fewer clicking (go straight to edit mode) and ability to tab to the next fields.

    1 vote

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