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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Availability to enable/disable "warning email" under expiration settings on the sent document

    3 votes

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  2. language issues (date, position of the € sign).

    5 votes

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  3. Client would like to be able to sort PandaDoc contacts by last name in alphabetical order

    4 votes

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    0 comments  ·  Other  ·  Admin →
  4. Give option to export list of all Documents status.

    18 votes

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  5. Some customer's require storage to be localized exclusively within Canada

    12 votes

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  6. Option so that when recipient opens document, chat is automatically opened to ensure recipient receives it.

    6 votes

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  7. ability to have a check box to make an entire pricing table optional

    13 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!

  8. Have an option where once document is completed, it is locked and cannot be opened.

    29 votes

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  9. 1 vote

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    Hi! We wanted to let you know that this integration is being deprecated and will no longer be part of our supported feature set moving forward.

    We appreciate your understanding, and please continue upvoting and submitting ideas, as customer feedback plays an important role in shaping our future roadmap priorities.

    For more information, contact our Support Team.

  10. Ability to lock 🔐 block position without locking restrict editing

    23 votes

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    Lindsey Schocke responded

    The ability to lock content blocks without restricting editing is still needed. Reopening feature request. 

  11. Have an option to restrict duplicating of documents.

    9 votes

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  12. 2 votes

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    0 comments  ·  Other  ·  Admin →
  13. upload csv/excel as an editable content

    74 votes

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  14. To have the feature to use the search bar for document-numbered files.

    4 votes

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  15. Notification Product Catalog Import

    6 votes

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  16. The customer would like to have an expiration date separate for each signer. For example, if the first signer has to sign within a week because of company policy, and then there would be a second expiration date for the second signer.

    13 votes

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  17. Allow phone numbers in the pop up that appears when a form is opened

    2 votes

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    0 comments  ·  Forms  ·  Admin →
  18. The customer is looking for the pricing table to pull information from the text into the pricing table. For example, he would have an [Hourly.Rate] variable in the text of the document and would like it to be able to pull into the price portion of 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!

  19. It will be so nice to enable users adding internal notes, comments or hints related to the pricing structure, reason of discount, payment terms ..etc.

    14 votes

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  20. restrict uploads to certain users: for example - we would like to have authorize person that can only upload a photo in the document

    2 votes

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