Ideas to Improve PandaDoc

Ideas to Improve PandaDoc

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  1. At this time, Role Variables are only available on the template level. Request is to make Role Variables available on document level for cases when a template is not necessary.

    3 votes

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  2. Option to use pandadoc variables as a placeholder

    3 votes

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  3. Would like the ability to remove the default "Client" role from new templates.

    2 votes

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  4. 1 vote

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  5. "Our templates are already stored in our library and I don't need to create another template, i want to download and edit the template in our library in a word doc"

    1 vote

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  6. authorization (access code) to be added on a template level

    2 votes

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  7. Auto-update table of content before the document gets sent out

    4 votes

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  8. Option to preview the image rather than seeing a title in the Content library (change how the items are displayed, now they are not visual)

    1 vote

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  9. bulk move content library items to the templates tab

    2 votes

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  10. I recently saw another sales tool that showed the heat map of where the customer had actually looked on the screen.

    3 votes

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  11. 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!

    11 votes

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  12. Customer suggested that on the presentation part, an option to show one slide at a time should be added.

    3 votes

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  13. metrics/reporting on individual pages for templates as we only have the KPIs for the entire template now.

    1 vote

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  14. 2 votes

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  15. The functionality to sort templates in alphabetic order when creating a new document

    1 vote

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  16. Can a template with two separate roles (Customer 1 & Customer 2) take in conditional logic? Meaning, if there is not a 2nd customer, then don't fill in the 2nd customer custom variables, but if there is then do fill in the 2nd customer variables. Or, if there is not a 2nd customer email provided, then the document is finished after Customer 1 signs.

    1 vote

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  17. 1 vote

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  18. Abiliy to save content from a sent doc to their content library without having to duplicate or edit the document to grab the content.

    2 votes

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  19. 1 vote

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  20. To transfer the TEMPLATE to someone else so that any time a doc is created from that template, they are the owner and then when it's sent it comes from them

    2 votes

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