292 results found
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Private Contact Option
Need the option to make contacts private in a workspace so only the document creator can see the contacts they have added.
11 votes -
2 votes
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24 votes
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custom role should be able send the document without needing to edit it
custom role member should be able send the document without needing to edit it
2 votes -
1 vote
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Ability to delete logo
Ability to delete logo
1 vote -
12 votes
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Sub list in table
Sub list in table similiar to the text box
exmaple
1.
1.
2.
3.
1.
2.3 votes -
1 vote
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Automatic PDF for non-completed document: send the document as a PDF along with the email
Attach a PDF copy of a document to an email regardless of this document's status
24 votes -
SugarCRM two-way sync
SugarCRM two-way sync
1 vote -
alternate PandaDoc interface that doesn't use logos when we needed
alternate PandaDoc interface that doesn't use logos when we needed
2 votes -
PDF when completed to be sent
If the settings for "notify when all recipients completed the document" are off, allow the system to send a separate PDF
1 vote -
ability to invite users to access the billing panel
ability to invite users to access the billing panel so that other higher ups can access this info in the event that the account owner isn't available.
4 votes -
Multiple Account Owners: Allow more than the Account Owner to create workspaces and custom roles
Allow more than the Account Owner to create custom roles and workspaces. This creates a bottleneck, especially at initial onboarding or when need to add new teams to PandaDoc.
16 votes -
1 vote
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save initials in the account like signatures
save initials in the account like signatures
8 votes -
Better toggling between workspaces
They suggested that we remove the pop up in the middle of the screen and show all available workspaces when you initially open the side drawer. You could then click on the workspace or hover over and select the part of that workspace you would like to go directly into. For someone who frequently jumps in-between workspaces, I thought it could improve the current experience.
4 votes -
1 vote
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3 votes
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