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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. When a document is on set status, the option to add a recipient on the sent documents should be disabled

    2 votes

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  2. Ability to filter Zapier generated documents

    3 votes

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  3. 2 votes

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  4. 9 votes

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  5. 6 votes

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  6. Add the option to use "Zeller" as a payment method

    1 vote

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  7. Have more statuses in the Actions Required tab to cover other actions needed in a document. For example, when a document is sent to you for approval, the document stays in your "Actions Required" tab with the status "Approved". This document is supposed to be sent out already but it still says "Approved". It could be replaced with "To Send".

    3 votes

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  8. At the moment, the Quote Builder's "Section Subtotal" includes the line item's taxes in the calculation. The customer wants a subtotal that only includes the sum of the products' prices. Some of the products have different taxes each, so it's not possible to add them to the "Tax" tab below the Subtotal.

    3 votes

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  9. To have an automation that would notify the admin and delete draft contracts not been modified during the last 3,6,12 months

    2 votes

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  10. Truncated attribute names in the list view. When a content name is too long, it gets cut off, it would be better to possibly display the full name

    2 votes

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  11. Hey ! In my opinion, it would be a good idea to add a margin and padding option for the page header, because when you make quotations and the automatic page break occurs, if you download the PDF it doesn't look good on the following page because the content sticks to the header, which can give a bad image of the company to potential future customers.

    1 vote

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  12. Goal is that Members can edit, send links, and see responses in the form like the creator. Example would be google forms, it can have many editor that has either set permissions or all the permissions like the creator of that form. Side note. I am loving Panda Doc's as I am learning to use it. Thank you!

    1 vote

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    0 comments  ·  Forms  ·  Admin →
  13. 1 vote

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  14. 1 vote

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  15. automatically calculate the quantity in the table not in the pricing table

    4 votes

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  16. To be able to use the API's to pull down a list of all of the files in the Content Library for a given workspace.

    2 votes

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    0 comments  ·  API  ·  Admin →
  17. Have a document that has two date fields and two signature fields. One will be signed. One date ties to one signature. The goal is if the user signs one signature, the corresponding date is filled out. Is this possible?

    3 votes

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  18. Integration with n8n.io

    7 votes

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  19. Include the document link in the response body, not just the document ID.

    3 votes

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    0 comments  ·  API  ·  Admin →
  20. Update unit cost is the line item cost is changed in PandaDoc

    2 votes

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    0 comments  ·  Automations  ·  Admin →