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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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7017 results found

  1. Ability to create a batch of documents on the fly while creating a document through HubSpot.

    2 votes

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  2. create a barcode based on the entered value

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  4. 3 votes

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  5. 1 vote

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  6. Ability to send notifications between the team members within PandaDoc once certain individuals have completed their portion of the editing process.

    1 vote

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  7. It's easy to get confused as to which section you are in the document process (template vs document creation vs approving vs signing). I think this could be fixed by having a different background color or other differentiation for the pages other than the item location in the top left corner.

    2 votes

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    0 comments  ·  Approvals  ·  Admin →
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  8. Option to users access audit trail using link.

    5 votes

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  9. Go Back to the function of being able to pre-assign a role as a placeholder--allowing this assigned role to stay assigned WITHOUT entering an email when moving to document level. in other words.... have an option to toggle an option to use "Placeholder" recipients that can be filled in on the document after the fact.

    New change is HORRIBLE!!

    9 votes

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  10. 1 vote

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    0 comments  ·  Automations  ·  Admin →
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  11. Set auto-reminder in one go for documents that have already been sent by bulk.

    28 votes

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  12. The dollar sign is not associated with the token in the tokens list with the [Deal.Amount] variable for example.

    2 votes

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  13. 2 votes

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  14. 3 votes

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  15. One feature request we have is API update for things that can be done in the UI but not in the API. In particular, we need the reminders settings to be changed from API, we had the configuration to send reminders, then changed it as now we send them from our side, but we don't have an easy way to change it for all the documents that we have already sent. This is a particular case, but in general I see the API much more limited than the API and as we manage huge amount of documents, when we need…

    38 votes

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    3 comments  ·  API  ·  Admin →
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    Hi,

    Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.

  16. Integration with Itsme

    1 vote

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  17. 2 votes

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  18. Option to send leaderboard reports via email on a recurring basis.

    4 votes

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    0 comments  ·  Other  ·  Admin →
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  19. By default, Zendesk Support changes the document title to that of the Subject line, it would be better if there is an option to configure this.

    2 votes

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  20. authorization (access code) to be added on a template level

    3 votes

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