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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Option to make uploaded Notary signature darker

    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!

  2. 1 vote

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  3. Have a button to remove all recipients from a doc, instead of removing one by one.

    3 votes

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  4. When you write contracts you typically reference another section in the document. For example you might say "as per Section 2.6". But if you then decide that section 2.6 needs to be moved, and it changes to section 3.3, all of the places in the document that say "as per section 2.6" won't dynamically change. This leads to broken references in the document.

    I would like section headers to get an ID and number/title properties. You would reference them like this: [ID.title] or [ID.name]. So in the above example, I'd go to Section 2 and get the ID. Lets call…

    2 votes

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  5. 4 votes

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  6. supported webp format for Catalog images import

    2 votes

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    Greetings! We are grateful for your feature request that was sent to PandaDoc. We have great news – the feature you requested is available in the system. Now you can import images in webp format in Catalog via CSV. Have a marvelous day!

  7. It would be helpful to be able to utilize API to update a document's name.

    3 votes

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    0 comments  ·  API  ·  Admin →
  8. 3 votes

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    1 comment  ·  Other  ·  Admin →
  9. 5 votes

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  10. 6 votes

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  11. I noticed that if we enter the incorrect email address for the signor/contact or if there is any other reason the email is not delivered/bounced/delayed, etc. PandaDoc does not send us any notification of delivery report so we will never know what happened... Anyway to send us notifications when emails are bounced/not delivered?

    12 votes

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  12. Currently Pandadoc only sends notifications to the APP in Slack. You cannot set up for notifications to go through a specific Slack channel. Instead, you have to use another integration system to pass through the notifications. Pandadoc already integrates with Slack, it would be very beneficial to a number of customers to add the ability to receive notifications to channels.

    35 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. Right now only catalog items have images in pricing tables, but when I make a custom unique proposal I want the ability to add a photo to each line item from the document. Instead of saying "Image from catalog will appear here," make a button to add a photo.

    3 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!

  14. Add ability to add Recurring Products to Pricing Table. The current quote builder has too much white space. We'd like the ability to add Recurring products to the simpler and easier to read pricing table.

    7 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!

  15. 7 votes

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  16. provide a way to SORT the activity column

    1 vote

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  17. I would like to be able to drag templates into the order I need without having to rename them with a letter in front to "cheat" the system that offers A-Z sorting (or creation date sorting) only.

    7 votes

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  18. The ability to change the properties of fields for all documents, i.e. the "require" option for recipients

    6 votes

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  19. We need users to be able to look at all docs. within the workspace, but we need governance around new users.

    1 vote

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  20. From the client: It would be nice to put just one on the form instead of having a checkmark there where the form is using a button.

    More details: The client is referring to making a checkbox look like a radio button with how radio buttons come in pairs and cannot be unpaired. They essentially want there to be two checkboxes and one has to be selected.

    4 votes

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