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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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214 results found

  1. Add tags to many templates in one click

    4 votes

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  2. 3 votes

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  3. When duplicating a template - allow it to be a different color so it is clear that it's a copy, as the word "copy" is not always noticeable and edits are done on the original template instead of the copy.

    1 vote

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  4. 2 votes

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  5. 3 votes

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  6. Removal of content locking option if it is not available on the current plan.

    2 votes

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  7. "Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."

    2 votes

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  8. 4 votes

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  9. 1 vote

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  10. 1 vote

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  11. Upload PDF files that contain over 500 pages

    1 vote

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  12. When uploading a Content Library item, the settings for the content item should remain the same, and not automatically be adjusted.

    4 votes

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  13. I have a "general" template with my pricing table, and I add a library item in which I need to add the total price in a text. I'd like to add [pricingtable.total] token in the text of the content library item and populate the pricing table total from this 'general template'.

    2 votes

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  14. 2 votes

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