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Ideas to Improve PandaDoc

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  • What specific actions or behaviors do you expect from this feature?
  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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828 results found

  1. Set notification for senders when a document has not been signed after X number of days.

    2 votes

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  2. For a report to be available in the dashboard showing below
    1. Failed Sent Documents by Workspace and User
    2. Summary of failed documents on a daily, weekly, and monthly basis
    3. Show senders error messages of why the documents Failed

    This will help the Admin to ensure that all sent documents are received by the respective recipients allowing the Admin to send reminders to the sender of the document or have the Admin re-send the document

    2 votes

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  3. Ability to set up "Home overview" section in a way so that all users' documents are visible there.

    2 votes

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  4. The ability to export the information in the columns shown on the homepage (Title, status, recipients, Status updated, Last action, Value)

    2 votes

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  5. 2 votes

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  6. Allow an attachment to be rotated

    2 votes

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  7. Ability to download documents as PTX and P12

    2 votes

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  8. You can forward completed documents, but the nonrecipients can not view the document.

    2 votes

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  9. We'd like to be able to schedule a video session with a client via PandaDoc

    2 votes

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    • Will allow the user to filter by user in Document Activity [Home]
    2 votes

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  10. 2 votes

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  11. 2 votes

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  12. 2 votes

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  13. After completing the document, option to print the document only without having options to print or download the PDF, just view and print only.

    2 votes

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  14. Have the ability to filter documents by contacts.

    2 votes

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  15. Option to set document value based on variable

    2 votes

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  16. Settings to enable the removal of blank pages on sent documents.

    2 votes

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  17. Currently when typing the key word in the Document search bar (search per title of all ) the results show only the documents containing the key word , the folders with the key words are not showing.

    It would be good if folders with the key word in titile were showing in the search results as well.

    2 votes

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  18. Invalidate a completed document after a set amount of time

    2 votes

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  19. Upload a signed PDF and PandaDoc will automatically sync it to the sent document.

    2 votes

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