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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 3 votes

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  2. Hi .. it would be great if we could edit the text / title of the pages that appear on the left when in template mode. See image.

    Thanks!

    (PS.. you can do this in the Better Proposals platform, but they limit their templates to 1x table per proposal).

    3 votes

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  3. Integration with CardX as a payment gateway

    3 votes

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    1 comment  ·  Integrations  ·  Admin →
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  4. the email validation feature once turned on should support the extended email addresses formats such as (name@morgan.k12.co.us) - multiple subdomains that operate under the state department of education)

    3 votes

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  5. 3 votes

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  6. Create and track tasks for specific documents in-app

    3 votes

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  7. An optional preview of the page content down the side of a presentation.

    3 votes

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  8. At present document forwarding and signature forwarding can only be done by pandadoc email, even if the original recipient was sent it via a link. This suggestion is to allow the forwarder to generate a new link for the person they are forwarding to.

    This is needed because of 2 problems with email sending
    1. Email deliverability - people use links to send documents because they don't want to risk their document getting spam filtered, which can happen quite frequently and unpredictably. As signature forwarding only has a pandadoc email option this means the original email will get through, but…

    3 votes

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  9. Have the option to upload videos from Consensus into PandaDoc

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. Availability to enable/disable "warning email" under expiration settings on the sent document

    3 votes

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  11. 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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  12. don't wanna store data on Amazon servers.

    3 votes

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  13. 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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  14. 3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  15. The option to make the checkboxes within the pricing table only editable to users and not recipients

    3 votes

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

    3 votes

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  17. PD was not user friendly enough for them.

    3 votes

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  18. 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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  19. At the moment it seems like there are menus all over the place in PandaDoc, and it can be hard to navigate to the right place to find the exact menu to take a specific action. For instance, you can't change the status of a document while on the document page, you first have to navigate to the documents list, then use the ellipsis menu on the right to change the status.

    I propose making all options/Actions on a document available within a single menu which can be accessed on an individual document, and on the document list page.

    3 votes

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  20. 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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