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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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728 results found

  1. align the title in the center on the cover page automatically

    1 vote

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  2. Send a prompt to the document creator if they select/ edit specific parts of a document. The prompt could be created by the users in the account to provide information regarding their customers in relation to the document.

    2 votes

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  3. I would like to request a hidden notes section on a product. This would allow us to add notes to assist our new sales people. For example it would allow us to create a note for sales people reminding them the recommended minimum of a certain item. This field would not be visible to the client. Currently we are adding an additional field for notes when we create a product. However a salesperson has no way of knowing this field exists unless they set it to visible when adding the product to a pricing table or quote.

    1 vote

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  4. As an HR leader, I want all my HR documents to be branded according to our company’s branding guidelines. Every time I build a new template, though, I need to re-add our company’s custom font, making this task time-consuming and repetitive.

    Idea: when adding new custom fonts, save them permanently in the account and/or workspace font options as primary fonts. This will save PeopleOps time and reduce branding errors.

    1 vote

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  5. 1 vote

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  6. Ability to choose on the template level which pricing table defaults as the document value

    2 votes

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  7. A document inherits a theme of the template it was made of

    1 vote

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  8. Ability to edit a specific word on sentence from text block in one go.

    1 vote

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  9. Ability to add your own Custom Theme to the document.

    2 votes

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  10. The customer wishes to have the ability to conceal specific options from the dropdown menu accessed via the plus sign when a user creates a document from a template.

    1 vote

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  11. radio buttons populate same table section with fields assigned

    example: HR page for previous employer. If the radio button is selected as "yes" for previous employer, it will populate the same table with the assigned fields
    https://share.zight.com/4guRr56O

    Benefit of this feature would be useful to all HR use cases

    2 votes

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  12. Ability to edit documents section itself.

    1 vote

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  13. 4 votes

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  14. Template creators may want to restrict the variable names that would be eligible within a template.

    Desired level of the rule would be at the Workspace level, to apply to all of its templates.

    Desired rule would be a white list of allowable names, with import/export features to ease maintenance.

    9 votes

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  15. 4 votes

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  16. The page numbering in the Table of Contents does not align with the page numbers in the PDF proposal generated. There is no option to select a size that corresponds to PDF size, as the only options are "US Letter, A4, or Slide". When we asked for help, we were told to delete the page numbers on the Table of Contents. That is not a solution...

    We would appreciate if this could be resolved as soon.

    2 votes

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  17. When you add a blank text block to a page and then click off of the page, it becomes completely invisible. Also, the block is narrow, so you have to do a lot of clicking around to find it, or you may add another one redundantly because you can't see it's there.

    1 vote

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  18. Have a way that I can create a document with a PDF and programmatically define where I want a signature and date field to go (based on coordinates on the page)?

    3 votes

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  19. Use different types of bullet points in the same table block

    1 vote

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  20. Indent bullet points inside of table

    1 vote

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