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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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170 results found

  1. Currently, there are preselected statuses chosen for each tab (Actions Required, Waiting for Others, Finalized) on the Home screen. Would like to ability to change these.

    3 votes

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  2. Sometimes users need to change products in Salesforce based on the interaction with the customer. They can use the Salesforce reorder tool to put the items in the desired order. But it seems PandaDoc does not respect the new order in Salesforce-- it still enters items in the order they were added. The users then need to reorder the items in the generated document. We are trying to minimize users' need to change the document once generated to minimize errors.

    1 vote

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  3. Ability to hide the redirect URL on a document and only show once the link is clicked

    1 vote

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  4. Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?

    1 vote

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  5. 2 votes

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  6. Would like remove the icon to have less "noise" within the PandaDoc platform

    1 vote

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  7. We would like to be able to use Bulk Send with the Send via SMS feature.

    13 votes

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    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.

    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  8. I propose the idea of a more client friendly User Interface where the menu can be configured to the clients' needs.
    For example, if a client is not using payments through Panda Docs, or choosing not to pay for the upgrade to use reporting; these menu items should be able to be hidden for a cleaner look and feel.

    2 votes

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  9. Please enhance the design of the PandaDoc template list view by ensuring that the "Create Document" option is consistently visible, instead of requiring users to hover over it to access the feature.

    2 votes

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  10. PandaDoc desktop app

    9 votes

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  11. Allow saved messages to be categorized, to make it easier to locate the message you are looking for to use as a template, rather than having to scroll through the entire list.

    1 vote

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  12. ability to enable sms notification when documents are sent, viewed and completed

    4 votes

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  13. Ability to export the SMS credits noting each number it has been used

    3 votes

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  14. Does PandaDocs have a way to add a group, but allow the users to specifically select someone in that group to sent the template to.

    2 votes

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  15. The client would like to make the first and last names required when creating or adding new contacts, as the only currently required field is the Email Address. This change would help avoid displaying the email address in signatures instead of names.

    1 vote

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  16. Hello, I would like to suggest moving the document numbering (sequencing) to enable easier access to the feature.

    Now, I have to go:

    1. Document info
    2. Settings
    3. Document sequence
    4. Click on dropdown
    5. Choose a sequence
    6. Click apply

    We adopted sequencing as contracts numbering, so it goes through 99% of our documents, and it's way too many steps to take for such a repetitive feature.

    IMHO, it can be moved and added:
    (i) as an optional choice on the document creation screen under "Add document recipients" section,
    (ii) next to "Updated X minutes ago" in the top menu of the document, or…

    1 vote

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  17. Add a Move button so after a document is completed it can be placed in a relevant folder without going to another web page.

    1 vote

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  18. Make decline document button more obvious in the UI

    3 votes

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  19. When you have over 20 workspaces, in this case hundreds, the loading time to search for one is longer than expected. It can take 20-30 seconds, sometimes longer. This use case has around 500.

    2 votes

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  20. 1 vote

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