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Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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467 results found

  1. Is there a function or possibility on our signed documents to make a condensed version?

    The reason I ask, internally we only need about 3 pages of the 12-14 that are on very document, these are normally the same 3 pages.

    1 vote

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  2. 1 vote

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  3. Ability to search for documents and templates by ID.

    2 votes

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  4. 1 vote

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  5. 1 vote

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  6. 2 votes

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  7. Ability to customize Dashboard to see the total value of specific documents

    1 vote

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  8. The main idea is to create a feature that would lock the documents that have been bundled so that other account users cannot remove any parts of it.

    1 vote

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  9. Ability to have Bulk send analytics results.

    1 vote

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  10. 1 vote

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  11. to mark and tag text within documents to be able to track these selected items and create tasks around those items tagged within the document.

    https://pandadoc.zendesk.com/agent/tickets/414426

    1 vote

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  12. In case the team member and the client are both recipients, change the document status to Viewed only when the client opens the email message associated with the document

    2 votes

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  13. Option to restore classic status indicator on documents:
    Previously, the status indicators of documents were available on the bottom-left of the page, and appear to be missing. It would be useful to have the option to have the classic view back for convenience.

    1 vote

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  14. export the sales part of the documents in the CSV file

    E.g. Pricing tables items

    https://pandadoc.zendesk.com/agent/tickets/415141

    1 vote

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  15. Options to reject the documents once the comments has been noted or written.

    1 vote

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  16. option to automatically update customers on changes in the terms and conditions of our contracts, after the contract was signed.

    1 vote

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  17. Hubspot Integration: Multi locations - pull info from multiple companies for one document instead of multiple.
    Right now if we have a customer who has 4 offices, we have to do 4 different documents. One for each location. It would be awesome if we could make one document with all of the info for the parent and child offices/companies.

    5 votes

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  18. Trace uservoice requests - Would like to see all user requests for the company level (all users)

    Over the past few months, Cammy's team as asked for updates on their requests but she is not sure which requests they've submitted. She would like a report to view all requests from her team to update them on feature releases.

    4 votes

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  19. • Unable to search by doc name when viewing inbox
    • As admin unable to take control over docs sent by users
    • As admin unable to impersonate other users
    • When recipients are altered it disarranges preassigned field boxes
    • Templates are easily modified as they do not require to hit a ‘save’ box when a change is made
    • As soon as you open a template it is in ‘edit’ mode which has caused users to accidentally modify templates

    1 vote

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  20. 1 vote

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