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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. Automatically emailed daily and weekly reports for all PandaDoc users that summarise their sent, viewed, expired and completed documents that allow management to track team performance easily

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Ability to receive responses to sent emails from PandaDoc that are whitelabeled

    1 vote

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  3. contract risk analysis using AI

    1 vote

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  4. Copy contact in PandaDoc - create this way a new contact: Create a contact copy - useful e.g. for 2 contact from the same company. All fields can then remain and only the name+email would be change. Would save a lot of time.
    Currently, the new contact has to be completely filled out again.

    1 vote

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  5. Option to enable to see the recipient on the inbox

    1 vote

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  6. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    4 votes

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  7. ability to use two different signatures for the same person (for example draw and type)

    10 votes

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  8. Email validation for contacts

    9 votes

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    Idea  ·  3 comments  ·  Other  ·  Admin →
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  9. Kiosk mode is to lock down a device when that device is used for a specific task or used in a public setting.

    4 votes

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  10. Administrator license - to be used by the account owner to still have access to invite users and manager roles and workspaces, but does not need to create, upload, edit, send, or even read and approve docs.

    9 votes

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  11. Prefill fields on the form when it opens.

    11 votes

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  12. Have an archive of everyone that email was delivered to, so they can be downloaded.

    1 vote

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  13. A 'Suggestion Box' would be easy way to receive customer feedback and concerns. I would have used this feature to let you know that I am not a fan of the 2.0 program version as it is not as user friendly as the one before....it's too must like a creator graphics program now and is cumbersome to work through. Is there a way I can revert to previous version? My email is below, but the email we use for PandaDocs is docs@universitypccare.com. Thank you! -William

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  14. It would be great to allow for the following when using document automation fields based on PD Contacts:

    If a contact field, such as phone number or address is placed in a document, if those fields were empty in the contact, you could set them to be required or optional, and whether update is allowed, and accept user entry or update, which would then update the contact record. It would also be nice to indicate to the user that input or update is requested or required.

    3 votes

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  15. 3 votes

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  16. Currently when we are typing a chat to someone, if we leave the PandaDoc window to do something else before finishing the chat, it wipes out. We would like to request that it save the chat until we hit send.

    3 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  17. Give PandaDoc a more robust local cache in the client browser, so that network connectivity disruptions are less likely to result in lost work.

    1 vote

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  18. the client needs to avoid the option "choosing the email from the automatically-generated list" as other staff members can choose the wrong email

    1 vote

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  19. 1 vote

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  20. Be able to update the recipient (name, surname, email, etc.) in all docs/templates, when their record is updated in Contacts

    10 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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