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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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507 results found

  1. Add functionality that supports background images appearing when CL items are inserted to documents via smart content.

    5 votes

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    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. 5 votes

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    1 comment  ·  Other  ·  Admin →
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  3. download old versions of templates/documents without switching the document/template to its older version via version history

    5 votes

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  4. 5 votes

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  5. reporting data sent to email

    5 votes

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  6. Be able to link two separate Authorize.net accounts to the PandaDoc Workspace and be able to choose which one to use per document.

    5 votes

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  7. Option to filter document in reporting via recipients name

    5 votes

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  8. Ability to set the display recipient's email address and not their names in the list view.

    5 votes

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    2 comments  ·  Other  ·  Admin →
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  9. Option to support 3rd party digital signatures

    5 votes

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  10. 5 votes

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    1 comment  ·  Other  ·  Admin →
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  11. Option to send leaderboard reports via email on a recurring basis.

    5 votes

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  12. 5 votes

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  13. Hello,

    One of new updates was in regard to the tax section located on our purchase agreements.
    We noticed that now instead of updating the tax rates on the side column like in the classic editor version.

    The updating is now done by clicking in the actual dollar amount and then having to update the State and percentage.

    Is there a way that we can have it so it automatically updates the State and percentages by adding the tax rate in the dollar amount?

    5 votes

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    1 comment  ·  Other  ·  Admin →
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  14. We have noticed when some of our sales team sends the Panda link in their outlook email, it gets blocked by other companies. I think it may be because the link is so long with lots of characters. Not sure if there is an option for a shortened link.

    5 votes

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  15. AI driven feature to fill in questions for contracts or docs that had already had similar question answered prior.

    5 votes

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  16. Public comments are available by default (for now, private comments come by default).

    5 votes

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  17. Be able to add custom logic after a regular (not embedded) document is completed. For example, count the number of users, who completed documents, created from the specific template (document completed event = +1 to the variable, which counts the number of users, who completed)

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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  18. Be able to block emails about billing/invoices/payments/receipts or to select which to block. For example, block only receipts or receipts + billing emails

    5 votes

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    1 comment  ·  Other  ·  Admin →
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    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!

  19. 5 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  20. label documents as wet signature completed

    5 votes

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    Idea  ·  1 comment  ·  Other  ·  Admin →
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