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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6985 results found

  1. The customer would like the option for Salesforce to pass the variable values without including 'CAD' for the currency, displaying only the dollar ($) sign instead

    2 votes

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  2. Does PandaDocs have a way to add a group, but allow the users to specifically select someone in that group to sent the template to.

    2 votes

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  3. The ability for recipients to view and download document versions. The feature would allow recipients to download a version of the document that highlights any amendments or changes made.

    2 votes

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  4. HubSpot integration request:

    We are requesting the status trigger from PandaDoc to HubSpot to be available for BOTH client and countersignature in a single document. Currently there is only one status of "completed" for one of the two signatures but not both. This may require a new "status" option such as pending final signatures if one signature is complete, but we are waiting on the second one for the document to be fully "completed".

    Ex: If you set up the quote to be "completed" after client signature, we can move the deal in HubSpot. Likewise we can mark as completed…

    1 vote

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  5. Looking for an automation in PandaDoc where the system would trigger signatures depending on the amount entered in a field. Example: If the amount entered in a form field is above $5,000.00 it would trigger an RVP signature to be activated since it will be needed to complete the document. Likewise, if it is over $25,000.00 in that same field, it would need to have both the RVP and SVP signatures activated. On the flip side, if it is less than certain amounts, we would not need those RVP/SVP signatures.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  6. The client would like to make the first and last names required when creating or adding new contacts, as the only currently required field is the Email Address. This change would help avoid displaying the email address in signatures instead of names.

    1 vote

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  7. When users go to print out a document generated in Pnadadocs, the margins default in such a way that the page numbers and other items in the headers and footers are cut off. Having the print settings default to "fit to page" or some other equivalent would be very helpful.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  8. Would be nice to automatically update project status to confirmed when documents are signed

    1 vote

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  9. Hello, I would like to suggest moving the document numbering (sequencing) to enable easier access to the feature.

    Now, I have to go:

    1. Document info
    2. Settings
    3. Document sequence
    4. Click on dropdown
    5. Choose a sequence
    6. Click apply

    We adopted sequencing as contracts numbering, so it goes through 99% of our documents, and it's way too many steps to take for such a repetitive feature.

    IMHO, it can be moved and added:
    (i) as an optional choice on the document creation screen under "Add document recipients" section,
    (ii) next to "Updated X minutes ago" in the top menu of the document, or…

    1 vote

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  10. We use form fields to collect a billing POC in the document process. We need to create a contact in HubSpot from these fields.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. The name of a template becomes the document name our customer sees, which is fine. What we'd love to see is an internal description of the template to make it clear to our sales teams which template they're selecting.

    For example, we have a variant with and without discount shown. If we set the template name to "without discount", the customer then sees this (or we have to delete every time) and that's not ideal.

    Something in the highlighted sections would be brill.

    2 votes

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  12. I am able to publish a document as a form by going to forms, adding a document from templates, and then selecting Publish. I wanted to know if it is possible to do this within the "All Documents" folder. The process seems very complex to create a form from a document.. I have to convert my document to a template first, then go to Forms, add the document from the template, and finally publish it. This change seems unnecessarily complicated.

    3 votes

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    0 comments  ·  Forms  ·  Admin →
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  13. Using the Developers Tools in the browser console to request the catalog list is a very cumbersome way of getting the UUID's for all the categories and sub-categories. I think it would be nice if you were to create a public API that would allow to get all the category ID's and corresponding names for further use.

    3 votes

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    0 comments  ·  API  ·  Admin →
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  14. Similar to the tracking available for views/clicks once a document has been sent, the leadership at my company would like to be able to track how long our users are spending creating / editing a document, in order to track improvements in efficiency. The report about time from created to sent includes all time spent waiting for information or outside of work, we would like to see only the time spent in a document!

    1 vote

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  15. Set a product price and change the currency for the document based on smart form selection.

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. If you add smart (conditional) content blocks to a one-page document, and the fields in the content library items are all positioned at the top of their respective page, those fields will be added in the same positions in the document. This could cause them to overlap with each other.

    1 vote

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  17. SeamlessChex ACH & Cards

    4 votes

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    1 comment  ·  Payments  ·  Admin →
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  18. Advanced analytics for the Rooms.

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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  19. Disable the ability to download a PandaDoc Document from within HubSpot.

    1 vote

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    1 comment  ·  Integrations  ·  Admin →
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  20. Update currency and recurring billing frequency on the document quote automatically based on selections made on the smart form

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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