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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. 18 votes

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  2. Allow recipients to revisit unfinished forms without having to restart the form process.

    17 votes

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    1 comment  ·  Forms  ·  Admin →
  3. Option to separate documents in bundle. For example, there is a bundle of quotes, the customer only signs the first quote and the other quote in the bundle is unsigned. Need to separate and complete the signed one but leave the unsigned document in viewed docs.

    3 votes

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  4. Increase number of documents uploaded at one time in PandaDoc Notary. Instead of 10, maybe 20.

    6 votes

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  5. 3 votes

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  6. 1 vote

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    0 comments  ·  API  ·  Admin →
  7. The ability to change the font color, style, size of the pricing table numerical values and totals individually.

    56 votes

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  8. 5 votes

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    0 comments  ·  API  ·  Admin →
  9. adding tags to multiple documents

    20 votes

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  10. add missing currency in PandaDoc - KYD Cayman Islands Dollars

    2 votes

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  11. Option to disable the Redlining Notification.

    • will allow users to disable redlining notification
    6 votes

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  12. Multiple choice option on multiple pricing table.

    This featue will allow a signer/recipient to choose a single pricing table on mutiple pricing table on the document.
    - same as multiple option on function

    5 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!

  13. 2 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!

  14. For the Smart Content to pull drop-down variable values once the latter gets implemented.

    8 votes

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  15. update products in SF based on the recipient's.

    1 vote

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    0 comments  ·  Automations  ·  Admin →
  16. Add the Haitian Gourdes (HTG) currency in the pricing table

    2 votes

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  17. Be able to set the preferred screen for when you go to create a document. Instead of the Quick Access tab, would like to be able to set the default to seeing My templates when creating a document and set this for a workspace. See images for reference:

    3 votes

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  18. 6 votes

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  19. My workflow involves making hard copies of multiple similar documents at around the same time -- current PandaDoc process involves opening and printing each one individually.

    8 votes

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  20. when an envelope was returned as signed and the opportunity updated to close won it would put the close date to that day. This meant our opportunities are always dated the date it was signed.

    5 votes

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    0 comments  ·  Automations  ·  Admin →