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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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206 results found

  1. 25 votes

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    12 comments  ·  Other  ·  Admin →

    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. add a contact group (one name) with 3 email address inside it.

    example: Contact name: Admin with 3 email address inside i.e. abc@support, 123@support and xyz@support

    25 votes

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    3 comments  ·  Other  ·  Admin →
  3. Change the document sender to any email without using Send on behalf.

    24 votes

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    2 comments  ·  Other  ·  Admin →
  4. A way to set a default signing order for the entire account that is applied to all documents sent from that account.

    22 votes

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    4 comments  ·  Other  ·  Admin →
  5. If the PDF is not flattened, some content can be missed after upload

    20 votes

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    4 comments  ·  Other  ·  Admin →
  6. Ability to allow someone else to sign a document if the original signer is out of office,

    19 votes

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    4 comments  ·  Other  ·  Admin →
  7. Import Contacts using CSV file directly to Pandadoc

    18 votes

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    3 comments  ·  Other  ·  Admin →
  8. The functionality to restore contacts that have been deleted and undo a contact import.

    18 votes

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    2 comments  ·  Other  ·  Admin →
  9. Customer would like to have a customized email notification after the document has been completed by the signers and would also want to use the variable and fields info for the email notification message.

    17 votes

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    3 comments  ·  Other  ·  Admin →
  10. Reporting around recipient analytics, to analyze trends around where recipients are getting stuck at on contracts (e.g. abandoning).

    16 votes

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    0 comments  ·  Other  ·  Admin →
  11. Since I already apply variables on my templates titles, I would like to use it when I also use Bulk Send. This will allow me to quickly recognize the client when the document is created inside the folder.

    16 votes

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    2 comments  ·  Other  ·  Admin →
  12. After Downloading the Document as PDF, There's still fields that recipients can input details.

    16 votes

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    2 comments  ·  Other  ·  Admin →
  13. Links to completed documents expire after 6 months. I want to be able to extend the life of completed documents because a process may extend beyond 6 months, causing friction with any team members who do not have access to a PandaDoc account.

    16 votes

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    1 comment  ·  Other  ·  Admin →
  14. With the new feature "x days after signing date", it would be beneficial to have the option of "business days" instead of just "days" so that weekends aren't included in the count.

    15 votes

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    10 comments  ·  Other  ·  Admin →

    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. create a report from the documents created per recipient

    15 votes

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    2 comments  ·  Other  ·  Admin →
  16. Give the ability to sort by user name, email name or license type alphabetically. Makes it easier to see which user has a certain license or if a certain user is on the team.

    14 votes

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    2 comments  ·  Other  ·  Admin →
  17. report of all the signed documents using specific IP addresses

    13 votes

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    4 comments  ·  Other  ·  Admin →
  18. Advance reporting to show total time viewed on each document.

    13 votes

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    1 comment  ·  Other  ·  Admin →
  19. The customer has requested an automation feature within PandaDoc that would automatically send both text and email reminders to their clients, prompting them to review the estimates sent and make payments for their orders.

    12 votes

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    0 comments  ·  Other  ·  Admin →
  20. Ability to change PandaDoc icon in email (not workspace logo/profile image).

    12 votes

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    1 comment  ·  Other  ·  Admin →