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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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486 results found

  1. The customer would like the ability to share a document for signature with a specific individual via a link. However, before the recipient can sign the document, they must first validate their email address by entering a code that is sent to their email.

    2 votes

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  2. 2 votes

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  3. The customer is requesting tools that can be used to verify their customer's signature during in-person signing.

    2 votes

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

    2 votes

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  5. The ability for all PandaDoc responses to be captured in the Salesforce picklist.

    2 votes

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  6. When we are assigning signature blocks the searchability by name does NOT work. So we are having the issue of people typing in a name, assuming the contact does not exists, then adding in a new contact (which tends to be wrong) and sometimes that data being pushed into the contact list and editing our contacts.

    2 votes

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  7. A confirmation email when a doc is signed based on the template the doc was generated from or based on the folder the doc lives in

    2 votes

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  8. The ability to delete and restore a folder of documents. Currently, a user will have to empty the folder to delete it. Documents can be restored but not document folders.

    2 votes

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  9. 2 votes

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  10. Download the body of the document email message

    2 votes

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  11. When rejecting changes in the redlining feature, users should have the option to add a comment explaining the reason for the rejection. These comments should be saved and easily accessible for future reference.

    2 votes

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  12. PandaDoc as a Learning Management System

    2 votes

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  13. 2 votes

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  14. Option to hyperlink attachments within documents, allowing for quick navigation between different sections.

    2 votes

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  15. 2 votes

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  16. Add a filter waiting for others section so they keywords and recipient's email/name can be used

    2 votes

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  17. Customer would like the time timing of the payment pop ups in our platform to be triggered after the document has been viewed by the client. Presenting the payment popup before clients have had the chance to view the proposal may deter them from proceeding to open the document.

    2 votes

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  18. 2 votes

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  19. Ability to add nicknames or notes in contact feature

    2 votes

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  20. The ability to generate signature certificate no matter the document status (includes, sent, viewed, etc) as proof.

    2 votes

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