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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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11 results found

  1. Turn off auto fields snap / auto-aligning fields (workaround in comments)

    Ability to turn off auto snap function when placing fields.

    96 votes

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    22 comments  ·  Usability Improvements  ·  Admin →
    Released  ·  AdminEllina Redvanova (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. Hold the Command key on Mac (⌘) and CTRL on Windows to turn off auto-positioning and place fields anywhere in your document.

  2. Expanding text fields: The ability to text fields to get bigger as recipients are typing/not have character limits.

    Auto-shrink text when it will not fit fully in a field. Auto-adjust text field entry.

    54 votes

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    9 comments  ·  Usability Improvements  ·  Admin →

  3. Use tab to jump to the next field to fill and assign field

    Use tab to jump to the next field to fill and assign field

    50 votes

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    Released  ·  6 comments  ·  Usability Improvements  ·  Admin →

  4. Thumbnail/Preview for pages

    Love the ability to move pages, but since their docs are long, it is difficult to distinguish what the pages are without thumbnails.

    Is it possible to give some sort of thumbnail or preview of the page on the left side?

    43 votes

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    4 comments  ·  Usability Improvements  ·  Admin →

  5. 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 →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please check the screenshot below!


  6. Recipient Field Navigation by Tabbing

    6 votes

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    Released  ·  1 comment  ·  Usability Improvements  ·  Admin →

  7. Manage Signing Order UX Improvement

    This is a very simple thing but when I want to reorder the Signing Order, I have to click to the left of the names to drag and change the order.

    A great improvement would be allowing the user to just click on the name and drag so I don't have to "click snipe"

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  8. UX improvement: More explicit difference between working on a template and working on a document

    The Document and Template Editor pages look almost identical. A common first-time user error is creating a document when you think you are creating a template or vice versa. Common for New Hires, New Customers, common support question.

    You cant set up an approval workflow on documents, if there was a pop-up that redirected you it would be helpful.

    Same with Roles and "why can't I send this document" ... Because you are in a template.

    2 votes

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    0 comments  ·  Usability Improvements  ·  Admin →

  9. Allow signatures and dates to be optional

    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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    0 comments  ·  Usability Improvements  ·  Admin →

  10. Advanced Reporting Access for Specific Users

    Would be better if advanced reporting feature can only be accessed by certain users/managers

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →

  11. Signee's store their signature jpg on the paying users account

    We send out dozens of invites a day, my boss has to sign all of these before they go to client. It is not efficient for him to locate his signature image each time. This will be a problem as well with clients who we have frequent communication with. It would be useful if they could save their signature drawing or jpeg to use next time.

    1 vote

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    0 comments  ·  Usability Improvements  ·  Admin →
    Released  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature allowing to set a default uploaded signature is available within the system.

    Have a wonderful day!

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