Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. Ability to set a recipient name (or update to a particular contact ID) on a doc after it's in SENT status (for when we don't know the manager signer until after the first signer signs)

    1 vote

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  2. Preview a template when you are in the "Templates" tab

    8 votes

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  3. "Download all" checkbox (which is next to the "Title" in the "Documents" tab") selects ALL the documents, not only the documents, which have been scrolled

    1 vote

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  4. Users are having issues if they bulk download 1500+ documents, the link is never delivered

    5 votes

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  5. Option to download private message /chat on a document.

    9 votes

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  6. be able to split the document into parts after completion

    3 votes

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  7. 6 votes

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  8. Searching a contact within the Contacts tab by postal code/phone number/street address

    4 votes

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  9. 1 vote

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  10. Would like to have more filters for the templates. Like top 3 used templates.

    10 votes

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  11. Right now, I have to add initials on a document manually on every page which costs me so much time for contracts that are 30+ pages long.

    10 votes

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  12. Duplicate document from inside of it (at the moment 9 September 2020 it;'s possible only via the "Documents" tab)

    11 votes

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  13. 1 vote

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  14. When you type in the query to the search bar in the documents tab, the list of matching documents drops down. The feature request is to be able to delete a document through this list (we have a "Select" button there, which opens the document, so the feature request is to add "delete" button next to it)

    1 vote

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  15. Add an option to three ellipses inside of a document (where we already have "Document info", "Convert to template", "Download", "Print", etc.) for deleting a document

    6 votes

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  16. Save several signatures under one profile.

    5 votes

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  17. Ability to see Activity Reporting for Embed option

    1 vote

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  18. 1 vote

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  19. 3 votes

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  20. In reporting dashboard, it would be helpful to see aggregate data for document analytics. For example, instead of only seeing doc analytics for each individual document, it would be helpful to see how clients respond to pages in a document as a whole. Do they all spend under a min on page 2, for example... This is probably hard to do since some templates get changed once in doc form (i.e. deleting/adding info so page numbers may start to contain diff info), but maybe this can be achieved by using meta data/ tag driven analytics.

    7 votes

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