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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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6985 results found

  1. SMS analytics/metrics: viewed, completed, and how many by x time have been sent, viewed, and completed

    2 votes

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  2. 2 votes

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  3. Automatically uploading documents from a specified folder in a file storage solution like Dropbox or without manual intervention.

    2 votes

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  4. Allows us to preconfigure workflow templates that we can apply to an uploaded PDF.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  5. Would like to see the "company" easily in the document list instead of just the recipient the letter was sent to

    2 votes

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  6. When sending the document via SMS the number should appear at least on the audit trail

    2 votes

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  7. 2 votes

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  8. It would be great to pass the ID of the template role in the document requests / webhooks (i.e. Recipient completed a document).

    2 votes

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    0 comments  ·  API  ·  Admin →
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  9. We need a system that will manage agreements that are created, owned, or originated by an external party (e.g., a vendor, customer, or partner) rather than by your organization. In particular, we need the system to determine payment due dates from these and send us reminders of our payables.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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    1. Identify Key Clauses and Terms
    2. Assess Compliance
    3. Analyze Risks
    4. Suggest Edits and Improvements
    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. Document notifications can be sent to Slack but hoping for a button that doesn't allow for the recipient of the notification to open the document via that notification

    2 votes

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  11. Select which of the workspaces send notifications to Slack

    2 votes

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  12. 2 votes

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  13. Ability to have a clean version of Templates before the variables to send to clients.

    2 votes

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  14. Customer would like the option to be able to copy templates to another workspace.

    19 votes

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  15. To download the CSV file for one form response, not for all responses from one form

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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  16. Use case: We have enabled SSO, but if managers invite people within the domain (which they will do because it appears they can) the new user wont be able to login because they are not in the approved AD group which only can be done my an IT administrator. Anticipating this scenario will create confusion and frustration for our managers and members.

    3 votes

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  17. The option to link PandaDoc documents to Zendesk Support.

    4 votes

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    1 comment  ·  Integrations  ·  Admin →
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  18. Ability to download the document as a Word Doc with the suggestions included - during the Suggest Edits status

    4 votes

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  19. Save information on hidden field under pricing table

    2 votes

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