Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. 127 votes

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    • separate repository in side bar (like Content library)
    • folders within Image library
    120 votes

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  2. Implement the ability to fill in a signature field on the template level (For example, if a sender wants to have his/her signature field filled in before sending all the documents which are created from this template).

    79 votes

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  3. Auto-update templates/CLIs if the item is updated in Catalog

    72 votes

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  4. Locking templates so they are not editable. Default restricting of a template editing for everyone unless you hit the Edit button - so you know you are editing a template

    59 votes

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  5. 47 votes

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  6. 36 votes

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  7. When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    26 votes

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  8. Mass download templates

    18 votes

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  9. Customer would like to have a button or any option where in they can locate what template a document was created from (regardless of the status of the document).

    17 votes

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  10. Add password protection to specific folders inside PandaDoc

    14 votes

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  11. When you open the CLI via EV 2.O mode - the system should show the same files structure as on the Content Library list (folders and files in the correct order)

    12 votes

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  12. Hi there, when a form is completed I see two emails being sent. The first is titled:

    "[user] has just completed the document ["document name"]"

    When there is only an external user completing it with no internal user it says that the person completing the document sent themselves a document. This is redundant and I would like the ability to turn it off on a form by form basis, not a global setting.

    They will still receive the second email with the document attached.

    Thanks very much!

    10 votes

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  13. 10 votes

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  14. To have the ability to save documents in google drive from PandaDoc

    9 votes

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  15. ability to bundle more than ten documents together

    8 votes

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  16. It would be great to lock whole pages in a template from being deleted. My customer has sensitive language within 1 page of document that MUST stay in order for a contract to be valid and eliminate legal risk. Sometimes sales people delete it- it would be perfect for a page to not have the option to be removed from a tempalte/doc.

    8 votes

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  17. Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    8 votes

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  18. Currently the subject of the email when a document is sent from a template is the name of the template and a message has to be written each time a document is sent via a template. I suggest that each template can have a custom default email subject and message that is filled into these areas and is able to be edited when sent but is auto filled to a the pre-set subject and message

    7 votes

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  19. In our reporting, customer would like the date filter applied to all reports. They want to have it on the upcoming renewals, they want to look at their content library and see what content was in the rejected documents and what content was in the signed documents. This helps them create more effective content for their library just like how we use the template report to help them AB test their templates to see which one is better.

    7 votes

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