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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7354 results found

  1. categorize the documents in the completed category so that they are organized based on document type or degree of processing

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  2. Also is there an Archive feature on Contacts in PandaDoc? I dont want to delete old contacts in PandaDoc as i want them to still be linked with their documents but archive would be helpful to keep the list clean.

    5 votes

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  3. Ability to add an attachment to the send via email window so that it is sent separately from the document itself, on the notification email.

    4 votes

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  4. There should be an option to 'SEARCH' for folders here in the moving document prompt. We have to scroll endlessly when i have to move a file starting with the alphabets which are latter in the sequence.

    6 votes

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  5. Are you kidding me?! Why would a recipient have the ability to delete anything from a contract? We need the ability to prevent a recipient from doing this.

    Further, the audit trail needs to show ALL changes in the history. Currently it only shows that was sent, viewed, signed. If an attachment is deleted, I should see that in the audit trail.

    Current PD article shows recipients only being able to download and does not address deletions - https://support.pandadoc.com/hc/en-us/articles/360051424694-Attach-files-to-your-document

    1 vote

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  6. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  7. Current setting is for the title of the Table of Contents to pull from the Document title. The table of contents title should say Table of Contents or be editable.

    1 vote

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  8. 1 vote

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  9. Option to setup formatting for date field that includes hours and minutes

    1 vote

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  10. It would be useful to publish a public form to collect data for clients to get information and map the information to Google sheets natively.

    4 votes

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    0 comments  ·  Forms  ·  Admin →
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  11. Option to send a document for approval after all suggestions from the recipient were resolved

    3 votes

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    0 comments  ·  Approvals  ·  Admin →
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  12. Prevent variables from moving once filled with data to avoid alignment issues.

    6 votes

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  13. Ability to sign more than 1 page with signature field in one go or click.

    1 vote

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  14. From the client: It would be nice to put just one on the form instead of having a checkmark there where the form is using a button.

    More details: The client is referring to making a checkbox look like a radio button with how radio buttons come in pairs and cannot be unpaired. They essentially want there to be two checkboxes and one has to be selected.

    3 votes

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  15. 2 votes

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  16. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  17. Ability to delete the attached file from Audit Trail that was uploaded via manual status change

    2 votes

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  18. For the Smart Content to pull drop-down variable values once the latter gets implemented.

    8 votes

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  19. I would love to have PandaDoc integrated with Quick-base/YSL where we upload all our docs so they can be uploaded automatically instead of sitting and downloading and uploading many docs each day. it would save tons of time and is much more 2023 style

    1 vote

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  20. Have an option for technical support people who do not require licenses. Have the ability to add and remove, and change users.

    1 vote

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