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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7063 results found

  1. Pandadoc X Monday.com

    On Monday.com I am able to generate Pandadoc quotes from a deal in my CRM, however, as Pandadoc opens on top of Monday I would expect it to be able to pull information from the deal I have generated the doc from. This is not the case, therefore I have to double entry, as I have to add email, first name, last name to Pandadoc aswell aswell as in Monday.com. I have tried zapier for this, but had no success. Is pandadoc even interactable with Monday.com, as I would like it to update statuses based off a…

    5 votes

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    0 comments  ·  Automations  ·  Admin →
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  2. there should be an option to clear the chat messages on a sent document

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  3. API delete call - for a specific page only instead of an entire document

    5 votes

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    1 comment  ·  API  ·  Admin →
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  4. If there was a way to modify a field that is auto-assigned by the AI to change it to a different kind of field, that would be really useful.

    Example, the AI detected some of the checkboxes on my PDF, but it made some of them text fields instead. If there was a way that I could edit / adjust the field that was put in and change it to be a different type of field, it would be an even more useful tool.

    2 votes

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  5. Disable default roles from the workspace admin page so custom roles can't be created from them.

    7 votes

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  6. The option to exclude the tax/discounts/fees in the pricing table total row - similarly to how subtotal works, but for the total value.

    135 votes

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  7. Option to use nested fields in the body request when you create a document from PandaDoc template via API

    1 vote

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    0 comments  ·  API  ·  Admin →
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  8. 1 vote

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  9. Improve the codes in (JavaScript Form Embed (Editor 2.0 only) Make it more standardize.

    Improvement in Codes (specific characters )

    2 votes

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    0 comments  ·  Forms  ·  Admin →
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    • Will allow the user to get log about the changes or update on contacts.
    1 vote

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  10. Ability to assign a complete status to a document (automatically) without sending.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  11. Allow users to be able to embed a mobile-first e-signature experience into their own app

    2 votes

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    1 comment  ·  Mobile  ·  Admin →
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  12. Customer would like to disable the pricing table's capability to calculate

    2 votes

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  13. Ability to add a phone number used for recipient verification to the signature certificate.

    6 votes

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    1 comment  ·  Other  ·  Admin →
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  14. Be able to adjust chosen payment gateways in payment app on the particular document/template with new payment gateway integrations

    5 votes

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  15. Do not automatically add the recipients in contacts: The client should have an option whether they want to add the recipients in contacts or not.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  16. -Connect a specific Quickbooks Account per workspace simultaneously or
    -Select a specific Quickbooks account in PandaDoc

    4 votes

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  17. 2 votes

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    Hi,

    Thank you so much for reaching out – this is a great suggestion and we have had other customers asking about this feature as well. While we’re looking into the possibility of developing it, it isn’t on our product roadmap for the next few months. Please feel free to upvote or leave your comment to let us know how and why this functionality is important for you. Thank you!

  18. Instead of having to add the initial box to the bottom of the pages of a document be able to add the initial box in the footer.

    6 votes

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    0 comments  ·  Other  ·  Admin →
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  19. A very popular software that the legal industry uses is Clio. It's essentially their version of a CRM. We unfortunately do not have a native integration with Clio. The only way to connect us with them is through a third party such as Zapier which adds complexity to a workflow. Lawyers are one of the few professions that are willing to spend the extra money to make their lives easier. While speaking with a law office today, they loved our product and all that it could do, but since we lack the native integration with Clio, there's a good chance…

    5 votes

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    1 comment  ·  Integrations  ·  Admin →
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