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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6879 results found

  1. create a document in PandaDoc via PDF upload

    2 votes

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  2. As of now, only Sites are allowed with the SharePoint integrations, with the technology evolving, most MS integrations now use Teams, I hope you could allow Teams rather than just Sites

    2 votes

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    1 comment  ·  Automations  ·  Admin →
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  3. 2 votes

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  4. Change the field type, i.e. changing the signature field to a text field

    2 votes

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    1 comment  ·  API  ·  Admin →
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  5. A tooltip when hovering over the variable that displays the full variable name in the variable section at the right panel of the PandaDoc application

    2 votes

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  6. set some rule where if Option X is selected (In this case the upgrade offer on that template) then a line item in the pricing table is removed (in this case, the set up fee line item)

    2 votes

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  7. remove/turn off the "most recently used" templates option in Pipedrive

    2 votes

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  8. The ability to splice existing paragraphs in a document, similar to video or music editing software. This would allow users to easily add line breaks or page breaks within a paragraph.

    2 votes

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  9. Automatically apply the signer's name to the document completion notification

    2 votes

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  10. 2 votes

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  11. The ability to split documents into different folders.

    i.e I send a 4 page doc, and i would need page 1-2 in one folder and 3-4 in another folder

    2 votes

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

    2 votes

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  13. Increase the number of characters for template title

    2 votes

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

    2 votes

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  15. It would be helpful to have a "month to date" and "year to date" option in reporting filters. Today, I have to update reports daily to reflect the first to the current day, which works but is cumbersome. Having a month-to-date option would be helpful for monitoring documents throughout the current month.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  16. Easier way to replace fields with same shape and size content blocks

    2 votes

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  17. Calculate a total for a pricing table plus a regular table

    2 votes

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  18. 2 votes

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    1 comment  ·  Integrations  ·  Admin →
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  19. 2 votes

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  20. 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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