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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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  1. 12 votes

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  2. PandaDoc localization in Russian.

    12 votes

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    Idea  ·  1 comment  ·  Localization  ·  Admin →
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  3. Expand Text formatting options:
    - Don't transfer text formatting when the text is copied from an external resource
    - PandaDoc Style settings are applied to the text copied from another source

    12 votes

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  4. Wants pricing table descriptions in the table to have the ability to have a plus sign to expand or collapse, or a dropdown to see the descriptions since some of them are very long.

    12 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  5. Ability to send "Document Approved" notification to more than just the document creator.

    12 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  6. The verification of the ACH transaction would most likely be a pain point for most of our customers. It would likely even further slow down the payment for us.

    12 votes

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    Idea  ·  5 comments  ·  Quote to Cash  ·  Admin →
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  7. Currently, the document.value variable is not able to be utilized for bulk send. This would allow for higher usage and efficiency.

    11 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!

  8. A control panel feature whereby you can apply the same automation to your entire template folder(s) rather than individually applying an automation to some 200 templates.

    11 votes

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  9. For example: I want to create a "Group A" and when a document is created by someone belogning to "Group A", then I set an approval workflow.
    I might need to create several groups within my whole org and being able to use filters based on groups on my workflows.

    11 votes

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  10. Hi, I wish there should be a lock option or Hide option for the folder for the archived documents or templates, Users should not tend to pick up the old templates or documents when they create new documents.

    11 votes

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  11. Power Automate integration

    11 votes

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  12. Ability to set a primary owner of a workspace different than the Account Owner

    11 votes

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  13. Integration capabilities with WhatsApp

    11 votes

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  14. Option in zapier to change the email subject went document is sent

    11 votes

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  15. The ability to utilize the link field feature i.e when templates/documents are bundled together.

    11 votes

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  16. It would be great to have a functionality that would allow to get not only the email from Monday (via email column) but also first name and last name of the recipient.

    11 votes

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  17. Would like to ability to allow recipients to pay before document has been fully completed by other signers. For example, allow signer one in the signing order to finalize their signatures, pay, and then send to the next signer in the signing order.

    11 votes

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    • Will allow the user to have a schedule payment and will allso allow the recipient to see the schedule of payment
    11 votes

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  18. Have the option to auto-update the documents after updating the template used to create those documents

    11 votes

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  19. We have a list of people who approve documents, but we want to be able to see the data on the approvers.

    For example: We a team made up of 4 people who are approvers, everyone works together to approve these documents.

    We want to be able to have a breakdown of the 4 approvers, and how many approvals they made each month.

    This will help us in a variety of ways, but also to make sure that we are spreading work evenly to each team member.

    We also have monthly meetings and provide an update to the team on…

    11 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!

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