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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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209 results found

  1. Sync CLI on a template

    Once the CLI is updated, update it automatically on a template too

    4 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  2. Separate Repository for Templates

    separate icon for templates

    2 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  3. Link fields across templates

    The ability to utilize the link field feature i.e when templates/documents are bundled together.

    10 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  4. Auto-update document content if a content library item gets updated.

    6 votes

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    2 comments  ·  Templates & Libraries  ·  Admin →
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  5. Template: Trash Bin

    Ability to restore templates

    6 votes

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  6. Add W-8BEN-E template to the template gallery

    3 votes

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  7. Add Image Library to banner side/enable full access to edit Image Library

    Add Image Library into the banner side with the rest of the options (templates, documents, forms, content library, etc).

    Enable full access for users to edit and recreate image library however they like.

    15 votes

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    3 comments  ·  Templates & Libraries  ·  Admin →
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  8. Add custom templates to the Template Gallery

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  9. Custom Role: ability to create documents only from shared templates in document wizard

    Custom role permission:
    I would like the user to ONLY be able to create a document from a shared template in document wizard, but not access the templates page.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  10. Increase the number of characters for template title

    Increase the number of characters for template title

    2 votes

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  11. Usage Reporting for Content Library Items

    A feature that provides statistics on usage and which templates/documents each content library item has been used in.

    8 votes

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    1 comment  ·  Templates & Libraries  ·  Admin →
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  12. Option to download a template so that the PDF version appears the same way as it does in the editor

    Option to download a template so that it appears the same way as it does in the editor. For example: variables highlighted in yellow, the Smart Content block with the options is visible, etc.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  13. Copy/paste Smart Content from one template to another

    Ability to copy/paste the Smart Content block (and set up) from one template to another automatically.

    1 vote

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    0 comments  ·  Templates & Libraries  ·  Admin →
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  14. Option to save variable value to CLI

    Option to save variable value to CLI

    1 vote

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  15. image library restriction

    image library restriction - accessible by Account Owners and users with Admin role only

    2 votes

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  16. Have the conditional fields logic stay with a shared template from another workspace.

    When a template with conditional fields is shared from one workspace to another, have the conditional fields stay vs be cleared when that template is added to a bundled document.

    10 votes

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    Idea  ·  2 comments  ·  Templates & Libraries  ·  Admin →
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  17. Smart Content - Increase the limit of the 50 conditions per rule with a maximum of 10 content library items

    2 votes

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  18. Unbundle bundled templates

    to un-bundle a Template Bundle back into individual Templates

    3 votes

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  19. Share Templates and Content Library Items in bulk for different workspaces at the same time

    1 vote

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  20. Ability to restore deleted images from image library

    Ability to restore deleted images from the image library

    2 votes

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