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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. We have to set the quote validity on the document so the customer is aware. We have a standard document expiration time on our templates. However, the salesperson can change the validity as the need arises. So if they change it from the standard, the validity promised to the customer and the validity on the document will not be consistent.

    We try to limit the number of changes a salesperson has to make on a PandaDoc document once generated, to help save them time. Asking them to remember to change the document validity on the PandaDoc document does not work…

    1 vote

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  2. Delete/remove "test" workflows within our environment that are partially complete.

    4 votes

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    0 comments  ·  Workflows  ·  Admin →
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  3. 2 votes

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  4. Currently the Hebrew language is not supported in PandaDoc. As this language is unavailable it has not been possible to implement PandaDOC fully in our region.

    2 votes

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  5. Utilize Greenhouse integration in PandaDoc Forms too

    2 votes

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  6. To be able to insert PDFs at a specific location within a template.

    1 vote

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  7. Increase the date range, as we can only check up to 14 days in the Monitoring tab. A year range would be ideal, as account cycles are Annual.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  8. Ability to add a logo to a custom app from the Dev Center.

    1 vote

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    0 comments  ·  API  ·  Admin →
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  9. To select only certain file types that can be uploaded in forms. We want customers to only upload .doc files for example, not pdf or jpg

    2 votes

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  10. When using the "Collect Files" feature in a PandaDoc template, the uploaded file names are displayed on the signed document. These names often lack a standardized naming convention, which can appear unprofessional. We suggest either implementing a standardized naming format for these files or providing an option to attach files without displaying their names or details on the completed document.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  11. Currently, the API defaults to a single reminder for sent documents. It would be highly beneficial to allow customization of the number of reminders within the template settings. This would provide greater flexibility for our agents, particularly in cases of email delivery issues or when scheduling callbacks, ensuring better follow-up management.

    2 votes

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    0 comments  ·  API  ·  Admin →
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  12. Ability to prevent admins/managers from bypassing Approval Workflows

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  13. receive email notifications when an automation or integration have issues

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  14. We currently don't have a spacer component available when building templates, making it difficult to space the forms.

    Having to work around with text fields to create a blank space between questions and form fields isn't a good experience.

    1 vote

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  15. signing order to be followed when suggest edits are made

    2 votes

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  16. To have the option to customize the repeat reminder for bulk send. Currently, it can only be set to every 3 days or every week. The customer would like to customize the number of days like for example to be able to set it to 30 days.

    1 vote

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    0 comments  ·  Workflows  ·  Admin →
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  17. When HubSpot updated merge functionality in Jan 2025 (including Contacts and Companies, refer: https://developers.hubspot.com/changelog/updated-merge-functionality-for-crm-objects-including-contacts-and-companies) it broke the mapping between Contact and Company objects, and their associated PandaDoc documents.

    Problem: When a PandaDoc document is created from a HubSpot Contact or Company, the HubSpot Object ID as added to the PandaDoc document metadata. Under the updated HubSpot object merge, Contacts and Companies are allocated a new Object ID. Therefore, when two HubSpot contact or company records are merged and then viewed in HubSpot, the associated PandaDoc documents for the two merge objects, do not appear on the new object PandaDoc…

    7 votes

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  18. We were wondering if we could customize the Home page’s time period for the entire workspace

    2 votes

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  19. Ability to use the saved "My Signature" option on the mobile app

    2 votes

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    0 comments  ·  Mobile  ·  Admin →
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  20. Add the ability to input multiple values or line items within the pricing table (Quantity and Dollar Amount fields)

    2 votes

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