Settings and activity
22 results found
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3 votes
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Daniel Finamore
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1 voteDaniel Finamore
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27 votes
An error occurred while saving the comment Daniel Finamore
commented
Super important. Starting with tables. Fillable Fields should be able to lock to a cell in a table. This would be a massive improvement and a great workaround for needing fillable fields to lock to a string of text in the way that Word allows users to do.
Currently we have questions answered in a table with Radio Buttons (Y/N type questions) but since they can't lock to a table cell, if any text is added, the Radio Button is misaligned with the corresponding question.
Daniel Finamore
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8 votesDaniel Finamore
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An error occurred while saving the comment Daniel Finamore
commented
This is a must have. It is impossible to manage all of our templates currently. If there is a staff change in our Approval Group. I need to open every document that follows the same approval process and manually update the email on each template.
Having one Approval group saved in Contacts that can be the source of truth would make managing the process incredibly simple.
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206 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Daniel Finamore
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316 votes
The status of this suggestion is currently unchanged. Please check back for updates.
An error occurred while saving the comment Daniel Finamore
commented
I don't think this is necessary as all browsers have grammar and spell-checking capabilities built in. However. What would be nice to have is a Find and Replace feature.
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1 voteDaniel Finamore
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7 votes
An error occurred while saving the comment Daniel Finamore
commented
This is absolutely Critical. Why would there be a Tag function if we can't find said documents/Content Library by a tag search discovery option.
We must have this in the Document Creation page. When we add a piece of content library. We can't find it using the tags used to define the piece.
Daniel Finamore
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14 votes
An error occurred while saving the comment Daniel Finamore
commented
Can we also add an export to docx as well for individual Content Library Pieces.
Currently we can only export PDF.
Daniel Finamore
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4 votes
An error occurred while saving the comment Daniel Finamore
commented
Super confusing to the clients. And it's not even true. You can download the docuement still by selecting "More Actions" > "Download".
This adds no value to the platform and only causes issues with recipients.
All our clients have to share the document with a legal team for review. Every time we are asked to manually download the document for them once they see this faux warning.
Please remove it ASAP.
Daniel Finamore
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14 votes
An error occurred while saving the comment Daniel Finamore
commented
It's bad GUI. I had to pre-write and save instructions for email templates for our users. All of our documents need reviewal from the client's legal team and the ability to red-line and send back the document. This is however easy to do in PandaDoc, but it's not something that has been intuitive for our clients. There is so much blank space on the left and right margin on a document delivery on a desktop. It would be nice for basic instructions to be included.
Daniel Finamore
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4 votes
An error occurred while saving the comment Daniel Finamore
commented
Currently I have to create a single automation for each template I have created. I would like to be able to select Multiple Templates to follow one automation. IE. For all our Sales Documents, we need to upload completed documents to our CRM. I have many templates, and I have to write 1 automation for each template. This is very difficult to create and pretty much impossible to manage if a change in our process commences.
I would like the ability to write 1 automation and add as many template to follow the one automation as I need.
Daniel Finamore
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1 voteDaniel Finamore
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16 votesDaniel Finamore
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21 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
Daniel Finamore
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62 votes
The status of this suggestion is currently unchanged. Please check back for updates.
Daniel Finamore
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1 vote
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:
An error occurred while saving the comment Daniel Finamore
commented
Hi Daria, thanks for your input and we do have Rooms already, however this option is not feasable due to the massive costs our company would accrue to utilize it. In order for us to use Rooms internally, it is my understanding that all of our team members would have to have a Standard Licence. Which would be an approximate 200% increase in our costs with PandaDoc.
Daniel Finamore
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1 voteDaniel Finamore
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8 votesDaniel Finamore
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93 votes
Hi,
Thank you for taking the time to leave your request. There’s no way to do that at the moment, but the good news is that we have already started working on that feature, and it will be available in one of our upcoming releases. We will be communicating it through our product newsletter and via an alert inside PandaDoc.
An error occurred while saving the comment Daniel Finamore
commented
I would love this and would prefer it if was a toggle option per workkspace or per Template.... or both!
Daniel Finamore
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I agree. I would love the ability to embed instructions as a guidance for our internal users on every templates. Some templates follow different protocols and need specific information added.
It would be great if we could embed instructions that appear in the margin of any document created form these templates. Or could be a popup bubble linked to text to help guide our users and adopt the platform more quickly.