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Ideas to Improve PandaDoc

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  • What is the issue that this functionality would address for you? Why would you require it?

Ideas to Improve PandaDoc

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332 results found

  1. The ability to add a default sequence to documents without having to configure the sequences within settings.

    2 votes

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  2. I want to change the number notation in the price table.

    It currently is € 12,345.00 (American notation), and we want it to be € 12.345,00 (European notation).

    3 votes

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  3. Send code via email instead of using an authenticator app

    1 vote

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  4. Option to disable the document forwarded notification for the Sender.
    Settings > Notifications does not have a way to enable or disable this notification.

    1 vote

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  5. I have a custom role and I want to bulk add this to all workspaces (200+ workspaces)

    1 vote

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  6. Need a way to build a report to see all Content Library items used over given time for ALL Workspaces at once.

    1 vote

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  7. Remove expiration notification from the mobile app

    2 votes

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  8. We'd like to restrict the users from adding new pages to the templates

    2 votes

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  9. start document sequence numbering from 0

    1 vote

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  10. How can an administrator determine the documents to which a collaborator collaborates before deciding to remove the guest license from that user?

    I.e. In the near future I foresee that we will reach the top limit of 20 guest license users and I will have to remove a few. However, I can't really identify the best candidates for removal since I can't know (as far as I can tell) when they were added or what documents they were collaborating to (and incidentally the status of such documents).

    The only 2 "bad" options I've considered are as follows:
    delete the user…

    2 votes

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  11. The ability to Bulk update user emails in an account

    2 votes

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  12. switch PandaDoc accounts without logging out and logging back in

    2 votes

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  13. Ability to create a custom view/rename columns in the Home Overview page.

    2 votes

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  14. 2 votes

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  15. support tickets – is there a way to have every support ticket submitted by a user in our account (in app request + emailed support) to cc a specific email and admins of the workspace?

    I'd prefer to have our IT department to supervise support requests and admins to have visibility.

    The only way is to CC them in a reply to the emailed ticket.

    Goal: every ticket created in any workspace has him cc’d on it so he can be aware of any issues, as well as having the workspace admins cc’d to allow better tracking of potential issues.

    2 votes

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  16. Group users by country or custom property for billing and then report on those segments

    1 vote

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  17. Disable all notifications sent to the account owner/admin (access requests, user joined workspace, etc)

    1 vote

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  18. I would like an admin to be able to lift a temporary password block (usually 5 minutes) when a team member has entered too many incorrect passwords.

    1 vote

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  19. It would be beneficial to have an option that can be granted to (1) admin or Super admin where a change can be implemented across all workspace.
    1. Branding
    2. Logo.
    3. Signature
    4. Email Address

    1 vote

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  20. Have the ability to receive a PDF of the notification to view on mobile.

    1 vote

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