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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7252 results found

  1. The ability for users to mass-download all of their contacts without needed to reach out to support

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  2. Currently according to the HC article: https://support.pandadoc.com/hc/en-us/articles/360050255273-Pricing-table-Add-and-set-your-pricing-table

    "To add line items, start typing in the Name column — auto-suggest will show available options from your Catalog (provided you have products in your Catalog)"

    The user wants to add the ability to trigger the auto-suggest for the catalog items via copy/pasting the text into the pricing table.

    1 vote

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  3. It would be great if the tasks in the Rooms are able to link with documents. When documents get signed, or payments are made.

    1 vote

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    0 comments  ·  Rooms  ·  Admin →
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  4. Options offered at the top of the public recipient view could be improved, made more consistent, and simplified:

    Making the green download button and the "other actions > download" option consistent.

    2 votes

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  5. ability to enable sms notification when documents are sent, viewed and completed

    4 votes

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  6. Have the ability to download All Documents from all workspaces, without needing to go into each one separately and download them.

    1 vote

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  7. Calculate the subtotal based on the discount of one item instead of based on the full quantity.
    If the price each is $22, and there is a 10% discount, I want it to show 10% of $22, not the subtotal of $22 x 6 QTY

    2 votes

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  8. Option to link fields in case the condition is applied:
    I have a dropdown field like (Select how many) and then rules that populate x amount of fields depending on their answer. Now what I'd like to do is take a conditional field and use it as a linked field

    5 votes

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  9. The option to create new contacts/companies in HubSpot when a document is completed by someone not currently in our hubspot account. We would like to be able to update contact and company properties in HubSpot from a document sent in PandaDoc.

    5 votes

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  10. Support GIFs Display in Public View for Mobile App/Mobile Web.

    1 vote

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    0 comments  ·  Mobile  ·  Admin →
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  11. If a renewal date comes up, I'd like to track these and receive a slack notification to a specific channel

    1 vote

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    0 comments  ·  Automations  ·  Admin →
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  12. Currently we pre-sign with a .PNG signature before sending it out to many signers, but the document certification only shows one of the signers at the end. It would be incredibly helpful to be able to generate the document and be able to add a legal pre-signature so both signers appear in the certification.

    5 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!

  13. Reminder for the user updating the template that they need to update the content in bundled templates and other workspaces.

    At the moment, if the template is updated, the user doesn't know to update the bundles and loses admin time to edit and resend documents.
    Additional layer, it's unknown where else that template needs updating.

    2 votes

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  14. Request to add 'actions required' tab on app so that users will see only the documents they are responsible for signing available quickly

    3 votes

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    0 comments  ·  Mobile  ·  Admin →
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  15. 2 votes

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  16. Enhance the conditional logic functionality to enable smart formatting. If a field is hidden based on conditional rules, other fields should automatically move to its position.

    3 votes

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  17. Native integration with HR Management System Rexx Systems

    2 votes

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  18. Option to add a check to the payment options

    1 vote

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  19. Once a document is created from Salesforce (iFrame) the help menu does not exist. It'd be helpful to have a help menu for a single pane of glass experience for the end user. This would also reduce incoming tickets to support as the chat menu would provide instant answers. Additionally, giving them access to the articles allows for a self service support environment.

    1 vote

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  20. Support the ability to add a recipient to a Room using Zapier.

    4 votes

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    0 comments  ·  Rooms  ·  Admin →
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