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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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532 results found

  1. The ability to merge two contacts with different email addresses for different documents, so that the documents are being sent to the same email address.

    1 vote

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  2. Client would like recipients to sign document prior to viewing document as a form of receipt of received document.

    A legal way of gaining their acknowledgment of receipt

    2 votes

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  3. 1 vote

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  4. Second signer can sign or fill up the data in forms. If the first signer is not available, the fields that are assigned to them will be left as blank or null.

    1 vote

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  5. make signature darker

    2 votes

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  6. Option to have a document status Canceled and change the Completed document to Canceled in case of need

    1 vote

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  7. Option to update the document currency after it was sent (viewed, completed)

    1 vote

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  8. Please move the Delete button on Completed Documents from being right next to the Print Button. Or if the Delete Button is to stay, please offer a prompt to users confirming they are sure they want to delete a Complete Document. Clients have easily and accidentally deleted documents.

    2 votes

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  9. 2 votes

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  10. Please make it possible to upload Pages documents on PandaDoc. I'm a Mac OS user and I work in Pages, so now each time I have to convert it to PDF in order to upload to PandaDoc. Thanks!

    1 vote

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  11. Document.Value is calculated from a template rather than individual documents

    1 vote

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  12. 1 vote

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  13. Whenever Companies are merged in Hubspot, one of the records is set as Master Record and updated with all information, and all remaining duplicated records are deleted after that.

    In this scenario, all contracts associated with those deleted company records have to be manually reassociated to the remaining and new master company record. If it's one or two, it's fine. The problem is when you duplicate Companies in Bulk, using tools like Insycle, and having to reassociate hundreds of company and contract records manually.

    Insycle outputs a CSV report containing both the Old and New Hubspot ID for each company.…

    2 votes

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  14. It'd be helpful to have the content library search option to populate results not only from the title but from the content itself as well. Trying to identify the exact keywords from a title can take some time when the content lists the keywords we're searching for.

    1 vote

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  15. Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.

    2 votes

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  16. Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    1 vote

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  17. Transfer data will also include other document contents

    2 votes

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  18. The ability to create folders and subfolders in bulk when organizing documents would be really useful. Right now you have to create the folders one by one.

    2 votes

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  19. Would it be possible to get a pop up created for when you select a delete button asking if you're sure you want to delete? We do have this when creating and deleting blank templates, but it would be nice to have for when we have a signed agreement. The "Delete" and "Print" buttons are right next to each other and it's easy to miss-click and I have lost a completed agreement because of this.

    2 votes

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  20. Would like to have the ability to show the statuses of the document's recipients and sort them in the document list. For example, a document may be completed by one signer, but the other has only viewed it.

    1 vote

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