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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7512 results found

  1. Setup Zapier integration to automatically send out PDF with the document name and not with the UUID. Also, be able to adjust the PDF File name with Zapier integration.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  2. Add camera facility for the 'collect files' field so recipients could access their camera to take a picture and have it uploaded to the field

    1 vote

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  3. Ability to update preexisting date field format - when updating it in settings, it changes fields already existing in documents.

    2 votes

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  4. Ability to set the signature field with a send back formatting feature so both the signature line and the signature can be visible for both signatories.

    1 vote

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  5. 1 vote

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    0 comments  ·  Forms  ·  Admin →
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  6. Be able to find documents that once belonged to a user that has been removed from the Workspace. This would make is easy to find and transfer ownership of documents that no longer have an owner.

    2 votes

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  7. 6 votes

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  8. Signing order should be set on the document level when it is created from the templates with the Bundling feature. I do notice that our templates are set to "set signing order" but that is not captured when bundling.

    8 votes

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  9. Upload .xml files

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Please add a feature where we can split a table of contents into multiple columns on a page.

    2 votes

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  11. 7 votes

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  12. 3 votes

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  13. Right now the user list is ordered by account owner and role. It would be preferred if users could choose the order themselves (alphabetical, by role, by addition to workspace, etc)

    3 votes

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  14. If the same user is being a part of multiple approvers groups (with different purposes) on a single document, notifications should be sent separately for each approvers group.

    3 votes

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    1 comment  ·  Approvals  ·  Admin →
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  15. 1 vote

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    0 comments  ·  Other  ·  Admin →
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  16. Have CC'd see all e-mail addresses the document was sent to, including the signer

    1 vote

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  17. Option to create a bundle of documents and set up the sending order, for example, there are 3 documents in the bundle and firstly, send one, later send another two.

    1 vote

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    • Will allow the user to set his preferred conditions.

    i need to make a conditional field
    2 radial buttons, 1) Agree 2) Do Not Agree
    IF Button 1 (Agree) = True then Allow Signature Line, IF Button 2 (Do Not Agree) = No signature lines, unable to complete doc
    basically, an agree/not agree to the terms

    1 vote

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  18. 9 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!

  19. A feature to make it easier to migrate templates from Proposify to PandaDoc, to make it easier for customers to switch.

    2 votes

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