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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 2 votes

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  2. The ability to disable the banners that pop up in the workspace (unrelated to billing banners).

    i.e attached image

    2 votes

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  3. Upload an image for Contacts

    2 votes

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  4. The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.

    2 votes

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  5. 2 votes

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  6. The customer is requesting tools that can be used to verify their customer's signature during in-person signing.

    2 votes

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  7. The ability for reports to show user data/internal rate

    i.e when a colleague has sent a quote for approval to the internal team, information revolving the time it took.

    4 votes

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  8. Poder actualizar las tarifas de precios sin tener que descargar todos los productos del catalogo. Tener seguimiento de fechas de actualización de tarifas y fecha de entrada en vigor de una tarifa.

    1 vote

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  9. The ability for users to mass-download all of their contacts without needed to reach out to support

    2 votes

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  10. The ability for all PandaDoc responses to be captured in the Salesforce picklist.

    2 votes

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  11. When we are assigning signature blocks the searchability by name does NOT work. So we are having the issue of people typing in a name, assuming the contact does not exists, then adding in a new contact (which tends to be wrong) and sometimes that data being pushed into the contact list and editing our contacts.

    2 votes

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  12. Signing order per signature not per person

    2 votes

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  13. A confirmation email when a doc is signed based on the template the doc was generated from or based on the folder the doc lives in

    2 votes

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  14. The ability to delete and restore a folder of documents. Currently, a user will have to empty the folder to delete it. Documents can be restored but not document folders.

    2 votes

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  15. 2 votes

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  16. A document status or indicator on the document when part of the installment has been paid.

    2 votes

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  17. At the moment, you have to create a US-based account to be able to log in to the Help Center

    1 vote

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  18. Download the body of the document email message

    2 votes

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  19. When rejecting changes in the redlining feature, users should have the option to add a comment explaining the reason for the rejection. These comments should be saved and easily accessible for future reference.

    2 votes

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  20. Have the ability to resize the Header and Footer

    3 votes

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