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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. 20 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!

  2. comments feature for uploaded documents

    7 votes

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  3. disable the inbox notification (red indicator)

    5 votes

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  4. Be able to collect card details and store it in the app.

    29 votes

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  5. Allow to add payment fees to the payment integration, for example 2% for card payments

    59 votes

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  6. When creating new price table and then adding in sections, it would be nice if we had the option to check a box that said, "show section total." Especially if you had multiple sections.

    8 votes

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  7. availability to set some fields as "not required" by default

    17 votes

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  8. move the value of price/amount on the pricing table

    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!

  9. ability to rename a document when when on viewing mode (opened document)

    2 votes

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  10. SIGNATURES SHOULD BE LARGER- AS THEY ARE ILLEGIBLE TO READ!

    27 votes

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  11. Give option for admins to disable the collaborator button.

    15 votes

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  12. Ability to add a variable from PandaDoc as a parameter in a URL or Hyperlink to the document.

    1 vote

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  13. Would like to be able to have headshots, logos, and other images pull into PandaDoc automatically.

    3 votes

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  14. 1 vote

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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!

  15. link an existing document to an item in Monday through the integration?

    9 votes

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    We wanted to share an update regarding the idea. After careful consideration and further analysis, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  16. Hi there, PandaDoc Team!

    Clint here, reaching out from Zapier Support. One or more of our mutual customers has requested a new feature in your app.

    Specifically, they'd like to be able to trigger on any template in a single source in the "Document Status Changed" trigger, rather than having to select a specific template. Right now, it seems like you can either trigger on all templates from any source, or a single template from a single source.

    It looks like this used to be possible.
    But now, once you select a source, Template is required.

    Thanks, and please let…

    1 vote

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    Released  ·  0 comments  ·  Admin →
    • themes and fonts available and shared across all workspaces
    • swap users between workspaces (move user from one to another worskpace without deleting and re-add it in another workspace)
    • shared settings for all the workspaces to better manage the account
    55 votes

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    After careful consideration and further analysis of this idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  17. move one team member from one workspace to another

    7 votes

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  18. More granular reporting on the individual document level. A lot of documents have the same name and many docs are sent, so it would be nice to have a more granular view like the activity reporting where you can look at individual documents.

    3 votes

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  19. Have the option to upload videos from Consensus into PandaDoc

    4 votes

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