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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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3784 results found

  1. Disable a PDF copy for the signed form (do not send a pdf of the signed document from a form)

    6 votes

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    0 comments  ·  Forms  ·  Admin →
  2. Would like to be able to Replace Source File for one specific page of the document instead of the whole document.

    14 votes

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  3. Would like to have an AND operator when using conditional content to populate content library items in a template.

    19 votes

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  4. Give an ability to copy the document from the document page. Ideally to have this function available when a client clicks three dots.

    7 votes

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

    8 votes

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  6. Ability to sort the product catalog based on most used or most important items

    2 votes

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  7. 3 votes

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  8. drag and drop series of checkboxes

    5 votes

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  9. Currently, when you use the 'Tab' button on the keyboard to navigate through fields on a document, you still have to click into the field to edit it. This feature request is to ask for the process to be more seamless as PandaDoc users are working through a document that may have many fields.

    12 votes

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  10. 3 votes

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    0 comments  ·  Other  ·  Admin →
  11. Enhance the current logic of Smart Content — specifically, to give document creators more control over whether content is populated as a single page or across multiple pages (regardless of whether it's a cover page, uploaded content, or multipage).

    4 votes

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  12. currently with SSO enforced users can only go into a fixed workspace and can't accept invites to other workspaces until they are in the fixed workspace. would be helpful to be able to either log in through SSO and be placed in fixed workspace or send invite to any workspace and ignore the fixed workspace

    10 votes

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    0 comments  ·  Other  ·  Admin →
  13. 6 votes

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  14. 5 votes

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  15. 4 votes

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  16. Modify Billing notification on payment subscription

    4 votes

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    0 comments  ·  Other  ·  Admin →
  17. 1 vote

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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!

  18. list report of who downloaded the document or list report about the downloaded documents of a user

    12 votes

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  19. Want to keep templates at minimum. Tech solution has standard template > bring in scope from the CLI > then may want to add various video blocks for demos depending on the prospect and their knowledge of the solution. Not essential, but would be useful to be able to have smart content on top of CLIs to get more granular.

    26 votes

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  20. 2 votes

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