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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. Filter documents by currency.

    1 vote

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  3. 2 votes

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  4. 2 votes

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  5. Option to hyperlink attachments within documents, allowing for quick navigation between different sections.

    2 votes

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  6. 2 votes

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  7. 2 votes

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  8. The ability to add tabs inside of rooms aside from the ones already generated i.e documents&files tab

    2 votes

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  9. Add a filter waiting for others section so they keywords and recipient's email/name can be used

    2 votes

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  10. Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.

    2 votes

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  11. 2 votes

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  12. Ability to add nicknames or notes in contact feature

    2 votes

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  13. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    4 votes

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  14. Signature Certificate shows the phone that was used for the text verification

    2 votes

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  15. Documents are not able to be downloaded via PDF if there are blank pages in the document. This requires the document to be put back into draft status, edited, and re-sent for signature.

    1 vote

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  16. Currently Pandadoc on Windows or Linux is only available via Webapp. If you use it in a Browser, you often have problems with double functionalities that are integrated in the browser and also in Pandadoc. Sometimes Shortcuts dont work, sometimes Shortcuts or Clicks work in a other way that intended. With a local app you could avoid these issues and solve the whole thing better and more easily

    1 vote

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  17. Add the duplicate option to the Home page

    2 votes

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  18. 2 votes

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  19. Customer would like the CSV file in bulk send to automatically synced the phone number from the PandaDoc contacts.

    1 vote

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  20. Customer would like to have an option to retrieve the customize notification that they created when they send an invite to the room

    1 vote

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