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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. If the sort order is set to alphabetical and a file is called "abstract" and a folder is called "business tools" and then a file is called "Clearance".. currently I'll get the folder with the letter "b" (business) first in the list even though a file clearly should be first since it starts with an "a" (abstract). This should not be. It should list them in true alphabetical order. Perhaps some people like the folder vs. true sort order method, but then give a toggle to turn it on and off

    2 votes

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  2. The language in the notifications a user receives is the same regardless of whether they are a signer or a cc'ed recipient. There is no call to action to sign the document, so they cannot tell if they need to take action or not. I'd like to have a signer receive a message to "please sign the document" or "your signature is required" or something, whereas a cc'ed recipient should receive a message like "you've been cc'ed on a document."

    1 vote

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  3. We are missing the home screen view that put documents into different tiles. It was removed in the recent update, please bring it back!

    2 votes

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  4. Please bring back the timeline on the homepage or offer it as an option for those that want it . The small window now offered is not as easy to scroll through. It was much more visually appealing and easier to quickly assess the most recent activities when permanently on the left side of the home screen. I do not like the new interface at all.

    4 votes

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  5. We need native system variables (similar to Document.Value) that automatically calculate the net total and tax total across all pricing tables in a document.

    Business Case:
    Currently, Document.Value provides the gross total across all tables, but there's no equivalent for net totals or tax totals

    Users with multiple pricing tables (one per page/product) need these calculations without manual formula setup

    This would improve consistency and reduce setup complexity for multi-table documents
    Net and tax totals are as fundamental as gross totals for business documentation

    Current Limitation:
    While Document.Value sums gross totals across all pricing tables, users must manually create custom…

    1 vote

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  6. Make the SMS Verification a required field for senders before sending a document. This way, the sender won't forget that they have to enable it.

    4 votes

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  7. 2 votes

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  8. Ability to drag and drop content from one document to another when having document bundle

    2 votes

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  9. 3 votes

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  10. 2 votes

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  11. It is possible to add document metadata via API. Some metadata is also added when a document is created via an integration. This metadata is not included in the exported PDF. The feature request is to be able to include this metadata in the exported PDF.

    2 votes

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  12. Have the option to remove the document from the finalized view if this was saved to a folder

    2 votes

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  13. To show just the completed status on the finalized view, and will not show signed

    3 votes

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  14. The customer needs to track the changes made to the document content using redlining / suggest edits feature

    6 votes

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  15. We use PandaDoc for reports (along with proposals) and we need to be able to attach KML files (Google Earth). We used to be able to do this, but the new update removed the ability to attach a KML file to a report or proposal.

    1 vote

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  16. Have a docx or PDF document that is screen reader accessible on pleading paper

    2 votes

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  17. Option to hide a line item so the signer cannot see it, only the sender can see the item

    2 votes

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  18. Have the ability to extract a report based on document data, such as Contract Signature Date, Contract Start Date, and Contract End Date.

    2 votes

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  19. Panda has taken away the functionality to send more than one reminder within 24h. This is affecting our business. It happens a lot that the emails sent via the Pandadocs space, lands in a client's spam box. When we send a reminder, the reminder will go to the client's inbox. Sending more than 1 reminder within 24h therefore assists us in getting agreements signed and we have never had any complaints from our clients with the reminders. Panda customers should be able to set their own limits for reminders.

    4 votes

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  20. 2 votes

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