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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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227 results found

  1. 11 votes

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  2. Disable Finish option (when completing the document).

    10 votes

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  3. download the finished document along with the comments

    20 votes

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  4. 1 vote

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  5. Customer needs some kind of help text for when a recipient needs to forward a document. When it gets to them, they do not really understand how to forward.

    Would be great to have help text or a walkthrough on the forwarding option (or just make it a little more visible) so its clear what to do on the recipient end.

    5 votes

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  6. PandaDoc Salesforce Integration sends an error message for invalid emails

    1 vote

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  7. Ability to create HTML email templates and footers for document delivery.

    9 votes

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  8. Chinese clients using the QQ email clients cannot view any of the PandaDoc email text, or view the PandaDoc forms.

    2 votes

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  9. 6 votes

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  10. The option that allows to open an additional page with the e-signature and then gets back to the document.

    Is there a way to setup a "Click Here To Agree" to the Terms Of Use paperwork that would open them up in a new Window, allow them to Scroll through to to bottom where it has the eSig, then when it's signed bring them back to the initial eSig document?

    2 votes

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  11. Require one option for a recipient to sign instead of having more options

    3 votes

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  12. 3 votes

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  13. 13 votes

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    Hi. Thank you so much for reaching out and sharing your perspective. While we currently don’t offer this feature, we made some improvements to our product that may help you cover those scenarios namely:

    - Recipient view localization.

    We hope these releases can help you. If not, please keep upvoting this idea, so we can keep considering it every time we work on our roadmap.

  14. the option of transferring the zendesk active chat window when opening pandadoc account in a new browser

    1 vote

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  15. Remove X sent you the document from the email.

    6 votes

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  16. 1 vote

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  17. 1 vote

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  18. Customer would love to create a customer facing tutorial for using the PandaDoc document. Right now, because they have a lot of people who arent very tech savvy, they have trouble forwarding the document and signing.

    Many times they have to call the team for help or just dont sign it. If there was some kind of quick tutorial the customer could walk through, that would make their experience with PandaDoc a 10/10.

    2 votes

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  19. Ability to drag and drop documents, from PandaDoc to a customer's desktop for saving.

    2 votes

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  20. 2 votes

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