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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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178 results found

  1. Option for a user to add their phone number in the personal settings so it is populated via variables into the document (instead of adding the phone number under contact)

    1 vote

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  2. Sometimes users need to change products in Salesforce based on the interaction with the customer. They can use the Salesforce reorder tool to put the items in the desired order. But it seems PandaDoc does not respect the new order in Salesforce-- it still enters items in the order they were added. The users then need to reorder the items in the generated document. We are trying to minimize users' need to change the document once generated to minimize errors.

    1 vote

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    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 follow the steps below:

    1. Go to PandaDoc Setup, then click on PandaDoc Configure Pricing Items.
    2. Below, under Pricing Items Sorting, you can set up the order in which you want the products listed in the PandaDoc pricing table.

    More info can be found here.

  3. Can you make the dashboard auto refresh every few minutes or make it live so we can display this on a massive screen in our offices for the sales team?

    1 vote

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  4. Would like remove the icon to have less "noise" within the PandaDoc platform

    1 vote

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  5. Allow saved messages to be categorized, to make it easier to locate the message you are looking for to use as a template, rather than having to scroll through the entire list.

    1 vote

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  6. The client would like to make the first and last names required when creating or adding new contacts, as the only currently required field is the Email Address. This change would help avoid displaying the email address in signatures instead of names.

    1 vote

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  7. Hello, I would like to suggest moving the document numbering (sequencing) to enable easier access to the feature.

    Now, I have to go:

    1. Document info
    2. Settings
    3. Document sequence
    4. Click on dropdown
    5. Choose a sequence
    6. Click apply

    We adopted sequencing as contracts numbering, so it goes through 99% of our documents, and it's way too many steps to take for such a repetitive feature.

    IMHO, it can be moved and added:
    (i) as an optional choice on the document creation screen under "Add document recipients" section,
    (ii) next to "Updated X minutes ago" in the top menu of the document, or…

    1 vote

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  8. Add a Move button so after a document is completed it can be placed in a relevant folder without going to another web page.

    1 vote

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  9. 1 vote

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  10. Have the ability to send a reminder from the overview tab without needing to go to the Payments section.

    1 vote

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  11. 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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  12. I don't use 99% of the integrations available in workflows. It would be very helpful if a filter tool on the left side of the "Create a workflow" screen allowed me to choose which integrations I want to see workflows for. That way, I don't have to search for exactly what I want. A crude UI/UX example is attached.

    1 vote

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  13. The "All Documents" view should display the name of folders where the documents reside.

    1 vote

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  14. If a recipient's email is typed incorrectly, having the ability to update the email address is a great feature that already exists. The label "Change Signer" could be more clear with the label "Change signer or update email".

    1 vote

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  15. Currently we can't change the role of an invited user. If the incorrect role is selected we have to either wait for them to join the workspace and then change the role, or cancel the invitation and resent.

    1 vote

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  16. The autosnapping is not helpful and actually quite frustrating.

    1 vote

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  17. Ability to build our own Appcues in the system for training purposes. The Appcues are general and want to customize for each team's specific workflow.

    1 vote

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  18. Unlock functionality to be able to search document titles or information within bundled documents

    1 vote

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  19. To have the ability to change the default screen that pops up when creating a new doc in Salesforce, to 'Quick Access'. Currently, the default screen is 'My Templates'.

    1 vote

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  20. Have a global search bar that shows the results on all features with that Keyword (documents, templates, CLI, contacts, ...) just like the search from SFDC

    1 vote

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