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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6307 results found

  1. A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  2. don't wanna store data on Amazon servers.

    3 votes

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  3. Client would like to be able to sort PandaDoc contacts by last name in alphabetical order

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  4. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  5. Block user trying to get access to workspace

    3 votes

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  6. The option to make the checkboxes within the pricing table only editable to users and not recipients

    3 votes

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  7. 3 votes

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  8. 3 votes

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  9. PandaDoc signature certificate isn't sufficient for my client's compliance standards.

    3 votes

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  10. 3 votes

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  11. AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.

    3 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  12. PD was not user friendly enough for them.

    3 votes

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  13. Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. We send documents to our contacts, but sometimes the contacts are changed. The dashboard version of the document seems to be keeping the old contact name in the activity log. So it should be a way to clear out the old contact's association with that email permanently.

    3 votes

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  15. allow custom roles be approvers in workflows

    3 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  16. I have pricing charts with subtotals, I would like to do a summary area where it takes the three different subtotals and adds them to a field or pricing chart to summarize the costs. This would also work for pulling a subtotal into a later part of the document to highlight the total for the signer. As the amounts can change as you go back and forth, having this dependant on the main subtotal field would avoid errors.

    3 votes

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  17. It would be great if we could save video links into a designated library, then users can quickly add a video to their document without leaving PandaDoc to grab the link.

    3 votes

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  18. 3 votes

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  19. filter Activity Data by Template Type

    3 votes

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  20. when a form is completed, can I choose who receives the response

    3 votes

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    Idea  ·  0 comments  ·  Forms  ·  Admin →
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