429 results found

1. Enhanced Tagging System

   Enhanced Tagging System

   Overview:

   Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

   Key Features:

   Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

   Template-to-Document Tag Transfer: Tags associated with templates should transfer to generated documents, ensuring continuity and consistency in tagging throughout the content creation process.

   Benefits:

   Improved Content Management: With tags flowing seamlessly across content library items, templates, and documents, users can easily locate and update relevant content without manual re-tagging, enhancing overall efficiency.

   Consistency and Accuracy: By maintaining consistent tags throughout the content lifecycle, users can ensure accuracy and alignment with organizational standards, reducing the risk of discrepancies or errors.

   Scalability: Particularly beneficial for organizations handling large volumes of content, this enhanced tagging system supports scalability by simplifying the management of extensive libraries and templates.
   Implementation Considerations:

   User Interface Enhancements: Implement intuitive interfaces for tagging content at each stage, ensuring accessibility and ease of use for all users.

   Integration with Existing Features: Seamlessly integrate the enhanced tagging system with existing functionalities, minimizing disruptions to workflow and maximizing user adoption.

   Data Migration Support: Provide tools or processes to facilitate the migration of existing tags to the new system, enabling a smooth transition for current users.

   Conclusion:

   By implementing an enhanced tagging system that facilitates the flow of tags from content library items to templates and documents, we can significantly improve content management efficiency and ensure consistency across all stages of content creation. This feature enhancement aligns with our commitment to providing robust solutions that address the evolving needs of our users.

   Enhanced Tagging System

   Overview:

   Our current tagging system serves as a foundation for organizing content within our platform. However, to further streamline content management and ensure consistency across various elements such as templates, documents, and content library items, we propose an enhanced tagging system. This system would facilitate the seamless flow of tags from content library items to templates and subsequently to documents, promoting efficient updates and maintenance processes.

   Key Features:

   Tag Propagation: Tags assigned to content library items should propagate to associated templates when incorporated, either through Smart Content integration or manual insertion into documents.

   Template-to-Document Tag Transfer: Tags… more

   2 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
   Not Planned  ·  Valeryia Baranava responded

   The status of this suggestion is currently unchanged. Please check back for updates.

2. Option to add metadata to documents not using API

   Ability to add metadata to documents created from templates using the PandaDoc editor.

   2 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Contract repository

3. [Word import] the Signature string Word feature to convert this signature into a PandaDoc document

   the Signature string Word feature to convert this signature into a PandaDoc document

   2 votes

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4. Reporting with all document links

   The ability to download a list with all current documents in the workspace including their links instead of going into them individually.

   2 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
   Solution Exists  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Reporting

5. Ability to upload more than 10 files to Attachments

   Ability to upload more than 10 files to Attachments

   2 votes

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6. transfer signer to another link after document completion

   THe functionality to transfer signers of a form/document to another web page after document completion.

   2 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
   Redirect recipients after document completion 

7. Email added to the Latest Activity

   When a recipient is added to the document, put the email address under Latest Activity log (Document Info > Latest Activity).

   2 votes

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8. Ability to extend the expiration date for the document recipient links.

   Ability to extend the expiration date for the document recipient links.

   2 votes

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9. document ellipsis option in Home tab should be similar to the Document tab's

   document ellipsis option in the Home tab should be similar to the Document tab's, not just having a delete option but duplicate, rename, change status etc.

   2 votes

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   0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
   Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

   Navigation changes in PandaDoc

10. Option to pull logs for a contact info changes

    • Will allow the user to get log about the changes or update on contacts.
    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →

11. Duplicate document from dashboard

    Would like to have the ability to duplicate a document while in the dashboard view. Currently, you can only Delete it in this view.

    •  

    2 votes

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12. Ability to set the default document listing in Dashboard, Waiting for others section so there's no need to change the documents are listed.
    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →

13. Remove: "Join panda doc today" notification for the signer after completing signing a document.

    I don't want my customers to see "Join panda doc today" after completing signing a document. There should be a feature to disable this notification

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    The feature is available. 

14. The option to set up conditional validation of documents
    2 votes

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15. Change the owner of the document, who receives notifications for edits/suggestions
    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!

    Transfer document ownership to another user

    
    

16. Option to check Analytics of a previous version of a document
    2 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Valeryia Baranava responded

17. Filter Documents based on Sender awaiting signature
    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! We do appreciate it!

    We’re glad to let you know that the feature is available within the system. Please see this link for more information: https://support.pandadoc.com/hc/en-us/articles/7603607222295-Home

    Have a wonderful day! 

18. to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    to link to a template on a static web page so anyone who sees the page can click a link to pandadocs and sign the doc

    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Released  ·  Valeryia Baranava responded

    Hi there! Thank you for your feature request submitted to PandaDoc! 

    Please be advised that the workflow you're requesting can be achieved with PandaDoс Forms. You can read more about this here: https://support.pandadoc.com/hc/en-us/articles/1500000482381--Editor-2-0-Collecting-signatures-with-forms

    Have a wonderful day! 

19. Add custom validity to a signed document

    Add the possibility to see clearly the validity of a signed document. This not mentioned now. And... being able to customize the validity of a signed document, into for instance 1 week or 1 month

    2 votes

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    2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Valeryia Baranava responded

20. Report on Pricing Table line items details (like SKU number)
    2 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
    Not Planned  ·  AdminDaria Serebriakova (Product Ops Specialist, PandaDoc) responded

    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!