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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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173 results found

  1. The client would like to make the first and last names required when creating or adding new contacts, as the only currently required field is the Email Address. This change would help avoid displaying the email address in signatures instead of names.

    1 vote

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  2. Hello, I would like to suggest moving the document numbering (sequencing) to enable easier access to the feature.

    Now, I have to go:

    1. Document info
    2. Settings
    3. Document sequence
    4. Click on dropdown
    5. Choose a sequence
    6. Click apply

    We adopted sequencing as contracts numbering, so it goes through 99% of our documents, and it's way too many steps to take for such a repetitive feature.

    IMHO, it can be moved and added:
    (i) as an optional choice on the document creation screen under "Add document recipients" section,
    (ii) next to "Updated X minutes ago" in the top menu of the document, or…

    1 vote

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  3. Add a Move button so after a document is completed it can be placed in a relevant folder without going to another web page.

    1 vote

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  4. 1 vote

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  5. Have the ability to send a reminder from the overview tab without needing to go to the Payments section.

    1 vote

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  6. Once a document is created from Salesforce (iFrame) the help menu does not exist. It'd be helpful to have a help menu for a single pane of glass experience for the end user. This would also reduce incoming tickets to support as the chat menu would provide instant answers. Additionally, giving them access to the articles allows for a self service support environment.

    1 vote

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  7. I don't use 99% of the integrations available in workflows. It would be very helpful if a filter tool on the left side of the "Create a workflow" screen allowed me to choose which integrations I want to see workflows for. That way, I don't have to search for exactly what I want. A crude UI/UX example is attached.

    1 vote

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  8. The "All Documents" view should display the name of folders where the documents reside.

    1 vote

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  9. If a recipient's email is typed incorrectly, having the ability to update the email address is a great feature that already exists. The label "Change Signer" could be more clear with the label "Change signer or update email".

    1 vote

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  10. Currently we can't change the role of an invited user. If the incorrect role is selected we have to either wait for them to join the workspace and then change the role, or cancel the invitation and resent.

    1 vote

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  11. The autosnapping is not helpful and actually quite frustrating.

    1 vote

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  12. Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.

    1 vote

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  13. Unlock functionality to be able to search document titles or information within bundled documents

    1 vote

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  14. To have the ability to change the default screen that pops up when creating a new doc in Salesforce, to 'Quick Access'. Currently, the default screen is 'My Templates'.

    1 vote

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  15. Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC

    1 vote

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  16. The ability to automatically assign a contact to a template role when creating documents straight from a PandaDoc contact.

    1 vote

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  17. Option for our app to have health history form
    for the health service providers.
    eg: Dentist, Doctors, etc.

    1 vote

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  18. Able to download the reporting charts along with the .csv file or provide an
    option to download

    1 vote

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  19. 1 vote

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  20. report that shows the phone number of the contacts within that date range

    1 vote

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