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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7661 results found

  1. Offer a HubSpot form to download a PandaDoc so we can see readership statistics? How do we set this up?

    1 vote

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  2. 1 vote

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  3. At the moment Fields' values are lost when a document is downloaded as .docx

    29 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!

  4. Split payment amounts between two different cards on a single document

    1 vote

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  5. 3 votes

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    0 comments  ·  Other  ·  Admin →
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  6. Should be possibility to start a bundle when creating a document bundle from Salesforce

    7 votes

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  7. It's very unfortunate that there is no simple way to create a proposal, share it with a client, edit it, and then pull it into a contract. I've been given two "workarounds" but document software like this shouldn't need a workaround, it should be a major component of the product offering.

    2 votes

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  8. The customer would like to be able to edit pricing table images from the catalog from within the document.

    5 votes

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  9. We would like to continue obtaining a Signature certificate when we use initials, sometimes the space is not big enough for full signatures. Thanks

    21 votes

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  10. 3 votes

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  11. 52 votes

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    10 comments  ·  Forms  ·  Admin →
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    Thank you for reaching out with your request to disable Captcha on our forms. We understand that sometimes Captcha can be an additional step in the process, and we appreciate your feedback.

    At this moment, we maintain Captcha as a crucial part of our app's security framework. Its role is to safeguard both our system and our customers. This helps prevent unauthorized bot activity that could affect both our service's integrity and our customers' interests.

    However, we also recognize that our solution needs to align with diverse user needs. Captcha on our platform is adaptive and is designed to intervene primarily when there's a suspicion of bot interaction.

    If you have particular use cases in mind where you believe disabling captcha could be beneficial, please do share them with us. Your insights are valuable and will help us as we re-evaluate this request in the future.

  12. Assign a Pricing catalogue to be used with a particular template.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  13. Right now -- PandaDoc users have to disable the connection and connect to a different workspace or use the share templates and content library items feature if they are Enterprise.

    2 votes

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  14. Add questions before the form about recipient to gather data before the recipient begins filling out a form.

    2 votes

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    1 comment  ·  Forms  ·  Admin →
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  15. Manually send a reminder/follow-up if someone says they didn’t get an email when they aren’t assigned to a field.

    10 votes

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  16. Integration with Dynafile

    2 votes

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  17. saved message language, how can I change that to Dutch?

    2 votes

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  18. Slideshow mode (presentation that does not "scroll" to next slide, but you simply click and the page changes.

    18 votes

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  19. 4 votes

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  20. To have a pop-up window to inform the client of the features they have on their current plan vs the new plan they are changing to.

    1 vote

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