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Ideas to Improve PandaDoc

💡 To help us understand (and hopefully implement!) your suggestion, please answer these few questions as you propose your idea:
  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7130 results found

  1. 2 votes

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    0 comments  ·  Forms  ·  Admin →
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  2. 3 votes

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  3. For verification purposes, we might need to make sure that the documents are legit. so it is beneficial if, every document signed, have its own unique QRCode, that when scanned will redirect to the documents page.

    2 votes

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  4. 5 votes

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  5. Allow for information put into fields to be exported as a CSV or Excel file.

    139 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!

  6. Adding a note when you transfer a document

    2 votes

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  7. Create and track tasks for specific documents in-app

    3 votes

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  8. Integration with Financial Force

    1 vote

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  9. Salesforce Marketing Cloud integration

    1 vote

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  10. Option to set the different header/footers for each page or to delete the it at all.

    146 votes

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  11. Customer would like the ability to have chat functionality but perhaps on one page or section. Similar to the inline commenting, however in order to inline comment, you have to suggest a change or correction to the document. Inline commenting without the correction to document would be acceptable as well and perhaps easier fix.

    1 vote

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  12. Generate the ability to create a signature stamp.

    e.g.

    Signature Title: Accounting
    Includes:
    Brenda (signature and date)
    Amanda (signature and date)

    7 votes

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  13. 5 votes

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    Idea  ·  1 comment  ·  Forms  ·  Admin →
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  14. Instead of having to copy and paste each item one by one from a huge list into the dropdown field, it would be great if you could import a list from an excel file, or something equivalent.

    11 votes

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  15. MD-Staff integration

    1 vote

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  16. Change the title of an email using API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  17. Ability to hide amount from Clients, Once the document is signed the Sender will receive the document with revealed amount

    1 vote

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  18. 7 votes

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  19. Option for a user to leave the workspace. As of the moment the user can be deleted by the acc owner/Admin, however, not able to leave the workspace on their own

    6 votes

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  20. We would like a way to sync our salesforce price books with PandaDoc CPQ so that we can use the cost margin feature when products are added to proposals.

    5 votes

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