10 results found

1. Toggle to add/remove permission to print document before sending through PandaDoc

   most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping to open this template up to everyone with the caveat that it must go through approvals before it can be sent to a customer, however with most of our users already downloading documents anyway, the approval workflow doesn’t seem like it would accomplish much of anything for us.

   most of our users prefer to create their documents, then download them and/or print them out instead of sending them out through PandaDoc or presenting them digitally in person. The problem there is that, even with an approval rule in place, it appears that users can still just create their document and download it, which would allow them to completely circumvent the approval process. That’s obviously a huge liability for us, which is why we’ve not made this particular service template available to anybody outside of our master workspace (which only very specific people can currently access). We were hoping… more

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   Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. You can create a custom role and disable the permission for a user to download their own documents.

   For more information, please check the link below:

   Custom roles

2. Update image inside document based on user sending the document

   Update image inside document based on user sending the document

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   Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Smart content block. Conditional content

3. The ability to switch pages within PandaDoc

   The ability to switch pages within PandaDoc.

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   Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

   How to Switch Pages in Your Document

4. Footer width customization

   Make a footer (text block) a page wide

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   Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

   Changing and Customizing Footer Width Tutorial

5. margins - entire page or document/template

   margins - option to apply margins across entire page or document/template

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   Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:

   Changing Page Margins

6. Files attached to a document to pull over into the new version of the document upon being duplicated
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   Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video:

   Duplicate a document with the attachment

7. Content Library - Ability to save whole document

   Ability to save whole document/contracts instead of per page only.

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   Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the link below:

   Create content library items from a template/document

8. Ability to simultaneously sign Document with several others

   Ability to simultaneously sign Document with several others at least 25 like Docusign has

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   Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,
   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. You can add up to 50 recipients to the document and set up a signing order, including a non-sequential order that allows several recipients to sign simultaneously.

   For more information, please follow the links below:

   Add and manage recipients

   Signing order

9. Add Custom Fonts to Company Branding

   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.

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   Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

   Hi,

   Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the video below:

   How to save custom fonts

10. Design settings for Borders to be applied to specific text block
    1 vote

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    Solution exists  ·  AdminDaria Serebriakova (Product Ops Coordinator, PandaDoc) responded

    Hi,

    Thank you for taking the time to leave your request. We have great news – the option you are looking for already exists. For more information, please check the screenshot below.