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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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212 results found

  1. I would love the ability to make comments on templates that then show on the documents that are created. It would help us give instructions/context and could be removed by just resolving the comment.

    5 votes

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  2. The ability to add in templates that were created but not used/converted into documents into the reporting feature.

    5 votes

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  3. Once the CLI is updated, update it automatically on a template too

    5 votes

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  4. Ability to remove / customize quick access templates preview

    5 votes

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  5. An option to generate a link for your template to share it with others, like when sending a document by sharing it via a link.

    5 votes

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  6. refresh the TOC automatically when headings are inserted, modified or deleted; or during any other stage (selecting content from smart content, etc).

    5 votes

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  7. 5 votes

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  8. Would like the ability to remove the default "Client" role from new templates.

    5 votes

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  9. Add merge fields to the content library. For instance, adding a pricing table to the CLI that uses merge fields.

    5 votes

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  10. 5 votes

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  11. Add tags to many templates in one click

    5 votes

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  12. 5 votes

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  13. 4 votes

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  14. Suggest edits on the Template level

    4 votes

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  15. 4 votes

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  16. Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    4 votes

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  17. The functionality to sort templates in alphabetic order when creating a new document

    4 votes

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  18. pre assign person in roles in library item

    4 votes

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  19. Bulk Export and Bulk delete documents of a particular template that have been completed

    4 votes

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  20. 4 votes

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