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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Currently Pandadoc quotes are clunky - relies on remembering all your quotations. Follow up is key to understand the client has not had issues with receiving the quotation etc...

    If Pandadoc is really serious about improving this space a followup sequence needs to be implemented i.e. suggest 3 follows 1st is courtesy, 2nd is there anything we can do to move the sale along, 3rd is we're here for you but if you are not currently able to follow through please get in touch with us when you are ready. We need to be able to set dates for the…

    1 vote

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  2. Ability to display in the Latest Activity if the client has failed recipient verification, or to send an email notification to the sender if the recipient fails the verification process.

    1 vote

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  3. Allowing the option to edit the email subject and body when adding CC recipients to a document sent via a link.

    1 vote

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  4. We’re also finding this happens before the document is “Sent.” If it needs to be pulled back while going through the “Approval” process, the smart content blocks are removed.

    We can add in our process a sanity check to make sure any required optional smart content is selected, but it would be nice if the smart content boxes aren’t removed until after a document completes the “Approval” process.

    2 votes

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  5. Could there be an option to attach documents in private, such as how commenting works?

    Sometimes with our contracts we would like to send supporting documents to internal stakeholders with private information to be shared with them in order to approve the document or complete their part in the signing order.

    Currently we can't do this. If supporting documets need to be attached, they can be viewed by all recipients, including external stakeholders who should not be able to view.

    When we send a document through PandaDoc we have to manually send an additional email with the supporting documentation.

    1 vote

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  6. For compliance and security reasons, be able to configure the length of time after which a document is automatically deleted (moved to the trash).
    This would enable compliance with GDPR or similar regulations that require data to be deleted after a certain time.

    3 votes

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  7. Have the option to fill in data field values for templates/documents in bulk instead of one at a time.

    1 vote

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  8. Option to Upload Editable Word Documents with Preserved Comments

    2 votes

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  9. When placing blocks side by side, resizing them is difficult because the dragger used to adjust the block sizes is too small, making it hard to grab and manipulate.

    2 votes

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  10. Customers would like to have the option to be able to expire documents older than 30 days all at once

    3 votes

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  11. The Uidad de fomento currency is called UF. CLF is not an alternative. PandaDoc only shows CLF which is not the same. All contracts in Chile are made in UF. Could you please include this alternative?

    1 vote

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  12. We now have a Workspace default which is nice to have but it would be better if the Workspace Default could work as a Default in the Workspace.

    1. In forms - If you create a form without the "Attach PDF" enabled, once the form is created and even after enabling the "Attach PDF " in Workspace default. There will never be a PDF attached solely because the form was created without the option being enabled.
    2. If the Option "Attach PDF " is enabled and a form is created, even after the client disables the option in Workspace Default. There will…
    1 vote

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  13. The only option to share email notifications to a (Shared email) is to add the email to a cc on the template/document level. I would be nice to have an option to select where the email notification will be received. Like a shared email address

    2 votes

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  14. Download a document bundle as a single file DOCX

    2 votes

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  15. The ability to indicate a specific date for document expiration instead of putting in a number of days.

    2 votes

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  16. Right now the client sees all three documents in a row underneath each other. I want them to just have to click on the document on the left panel and only see the pages of the one they click on, instead of all offers underneath each other.

    2 votes

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  17. It would also be good to have an option to include the cc'd emails to the email notification being received by the signer of the document.

    2 votes

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  18. The ability to click and change the document name page label which is located next to a document page is available only for bundles (single document name can be change only via changing document title).

    The feature request is to make document name label clickable/editable for single documents as well.

    Picture https://drive.google.com/file/d/1DdT7samkFR-p_h3HN-eVs8na62Lw3CUE/view?usp=sharing

    2 votes

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  19. To have the ability to update documents, annexes for example, after the document has been completed.

    2 votes

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  20. Essentially would like to download an exact copy of the report that you see in PandaDoc. Do not want to break down to list each document individually

    2 votes

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